Filed January 29, 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 | $46,178 | $45,152+2.3% | $73,843-37.5% | $59,632-22.6% |
| Participation rate | 63.6% | 64.0%-0.4pp | 73.4%-9.8pp | 68.7%-5.0pp |
| Annual return | -2.31% | 27.40%-29.7pp | 2267.84%-2270.1pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,622 | $1,902-14.7% | $2,787-41.8% | $2,203-26.4% |
| Participant deferral / active EE | $3,153 | $2,574+22.5% | $3,583-12.0% | $3,192-1.2% |
| Admin fee / account holder | $6,700 | $3,516+90.6% | $4,880+37.3% | $4,297+55.9% |