Filed October 22, 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.
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 | $115,449 | $137,414-16.0% | $189,513-39.1% | $85,850+34.5% |
| Participation rate | 67.1% | 84.6%-17.5pp | 87.8%-20.7pp | 69.3%-2.2pp |
| Annual return | 9.93% | 38.14%-28.2pp | 555.15%-545.2pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,722 | $4,344-60.4% | $6,162-72.1% | $2,565-32.9% |
| Participant deferral / active EE | $2,686 | $6,260-57.1% | $8,221-67.3% | $3,952-32.0% |
| Admin fee / account holder | $2,744 | $8,630-68.2% | $12,045-77.2% | $6,260-56.2% |