Filed September 25, 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.
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 | $108,160 | $94,529+14.4% | $140,016-22.8% | $64,186+68.5% |
| Participation rate | 68.0% | 84.1%-16.1pp | 87.5%-19.5pp | 69.6%-1.6pp |
| Annual return | -5.57% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,244 | $3,812-41.1% | $5,606-60.0% | $2,381-5.7% |
| Participant deferral / active EE | $3,019 | $5,250-42.5% | $6,927-56.4% | $3,470-13.0% |
| Admin fee / account holder | $7,118 | $6,741+5.6% | $10,705-33.5% | $4,888+45.6% |