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 | $93,111 | $51,576+80.5% | $129,207-27.9% | $80,856+15.2% |
| Participation rate | 53.8% | 57.0%-3.1pp | 69.6%-15.8pp | 67.6%-13.8pp |
| Annual return | 10.32% | 20.81%-10.5pp | 9417.33%-9407.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,279 | $1,584-19.3% | $4,153-69.2% | $2,755-53.6% |
| Participant deferral / active EE | $3,416 | $2,669+28.0% | $4,168-18.0% | $4,296-20.5% |
| Admin fee / account holder | $5,284 | $4,305+22.7% | $7,715-31.5% | $6,918-23.6% |