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 | $104,886 | $53,516+96.0% | $126,539-17.1% | $84,808+23.7% |
| Participation rate | 49.3% | 58.2%-9.0pp | 69.8%-20.6pp | 68.3%-19.1pp |
| Annual return | 12.68% | 58.34%-45.7pp | 425.95%-413.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,222 | $1,535-20.4% | $3,674-66.7% | $2,631-53.5% |
| Participant deferral / active EE | $3,082 | $2,671+15.4% | $4,083-24.5% | $4,212-26.8% |
| Admin fee / account holder | $7,561 | $4,497+68.2% | $6,065+24.7% | $7,344+3.0% |