Filed July 14, 2026 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,837 | $46,732-21.2% | $156,549-76.5% | $55,167-33.2% |
| Participation rate | 65.4% | 65.8%-0.4pp | 84.0%-18.6pp | 69.0%-3.6pp |
| Annual return | 5.34% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,916 | $2,105-9.0% | $5,501-65.2% | $1,963-2.4% |
| Participant deferral / active EE | $855 | $2,204-61.2% | $4,871-82.5% | $3,054-72.0% |
| Admin fee / account holder | $721 | $418+72.3% | $13,027-94.5% | $504+43.0% |