Filed July 7, 2026 (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 | $30,715 | $53,822-42.9% | $75,696-59.4% | $85,850-64.2% |
| Participation rate | 53.8% | 69.1%-15.2pp | 74.8%-21.0pp | 69.3%-15.5pp |
| Annual return | 26.78% | 24.54%+2.2pp | 104.53%-77.7pp | 318.53%-291.8pp |
| Employer contribution / active EE | $1,099 | $2,017-45.5% | $2,743-59.9% | $2,565-57.2% |
| Participant deferral / active EE | $1,288 | $2,895-55.5% | $3,821-66.3% | $3,952-67.4% |
| Admin fee / account holder | $1,141 | $3,343-65.9% | $3,619-68.5% | $6,260-81.8% |