Filed October 6, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,202 | $49,173+83.4% | $121,098-25.5% | $75,163+20.0% |
| Participation rate | 51.8% | 55.4%-3.6pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 12.00% | 55.99%-44.0pp | 985.75%-973.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,135 | $1,546-26.6% | $4,164-72.7% | $2,670-57.5% |
| Participant deferral / active EE | $3,407 | $2,628+29.6% | $4,080-16.5% | $4,125-17.4% |
| Admin fee / account holder | $3,476 | $3,942-11.8% | $5,644-38.4% | $5,651-38.5% |