Filed March 24, 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 | $59,866 | $46,869+27.7% | $122,332-51.1% | $70,131-14.6% |
| Participation rate | 45.6% | 58.2%-12.6pp | 71.6%-26.1pp | 69.5%-24.0pp |
| Annual return | 17.89% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,108 | $1,288-14.0% | $4,050-72.6% | $2,342-52.7% |
| Participant deferral / active EE | $2,704 | $2,166+24.8% | $3,287-17.7% | $3,332-18.8% |
| Admin fee / account holder | $1,661 | $3,322-50.0% | $5,478-69.7% | $4,645-64.2% |