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 | $65,468 | $57,354+14.1% | $83,848-21.9% | $64,186+2.0% |
| Participation rate | 68.1% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.5pp |
| Annual return | -4.87% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $477 | $2,545-81.3% | $3,631-86.9% | $2,381-80.0% |
| Participant deferral / active EE | $3,515 | $2,993+17.4% | $4,082-13.9% | $3,470+1.3% |
| Admin fee / account holder | $6,470 | $4,046+59.9% | $5,478+18.1% | $4,888+32.4% |