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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,105 | $67,411-47.9% | $91,001-61.4% | $70,131-49.9% |
| Participation rate | 51.0% | 71.4%-20.3pp | 75.6%-24.6pp | 69.5%-18.5pp |
| Annual return | 17.53% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,336 | $2,823-52.7% | $3,547-62.3% | $3,332-59.9% |
| Admin fee / account holder | $601 | $4,236-85.8% | $5,417-88.9% | $4,645-87.1% |