Filed July 17, 2025 (most recent of 3 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 | $53,920 | $185,822-71.0% | $169,993-68.3% | $139,434-61.3% |
| Participation rate | 64.7% | 87.8%-23.1pp | 87.0%-22.3pp | 80.3%-15.6pp |
| Annual return | 15.57% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,256 | $7,590-83.4% | $6,785-81.5% | $4,751-73.6% |
| Participant deferral / active EE | $3,127 | $11,622-73.1% | $10,408-70.0% | $6,710-53.4% |
| Admin fee / account holder | $7,709 | $15,381-49.9% | $12,815-39.8% | $11,403-32.4% |