Filed December 30, 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 | $27,883 | $58,828-52.6% | $77,999-64.3% | $62,891-55.7% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 3.40% | 17.16%-13.8pp | 425.96%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,316 | $2,686-51.0% | $3,497-62.4% | $3,203-58.9% |
| Admin fee / account holder | $13,357 | $4,393+204.0% | $5,480+143.7% | $4,296+210.9% |