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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,884 | $87,013-49.6% | $106,213-58.7% | $80,856-45.7% |
| Participation rate | 32.1% | 70.4%-38.3pp | 75.3%-43.1pp | 67.6%-35.5pp |
| Annual return | 6.83% | 17.05%-10.2pp | 116.14%-109.3pp | 35.59%-28.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $924 | $3,986-76.8% | $5,016-81.6% | $4,296-78.5% |
| Admin fee / account holder | $13,695 | $8,431+62.4% | $11,033+24.1% | $6,918+98.0% |