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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,422 | $49,177-3.6% | $79,464-40.3% | $64,186-26.1% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.9pp | 69.6%-6.1pp |
| Annual return | -8.25% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,874 | $2,076-9.7% | $2,800-33.1% | $2,381-21.3% |
| Participant deferral / active EE | $3,732 | $2,821+32.3% | $3,704+0.8% | $3,470+7.6% |
| Admin fee / account holder | $1,519 | $3,839-60.4% | $5,113-70.3% | $4,888-68.9% |