Filed August 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,554 | $63,346+22.4% | $92,233-15.9% | $70,131+10.6% |
| Participation rate | 68.1% | 68.7%-0.6pp | 76.5%-8.4pp | 69.5%-1.5pp |
| Annual return | 16.90% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $430 | $2,471-82.6% | $3,679-88.3% | $2,342-81.7% |
| Participant deferral / active EE | $3,109 | $2,854+8.9% | $3,897-20.2% | $3,332-6.7% |
| Admin fee / account holder | $4,823 | $3,840+25.6% | $5,194-7.1% | $4,645+3.8% |