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 | $54,312 | $54,762-0.8% | $90,281-39.8% | $72,985-25.6% |
| Participation rate | 69.8% | 65.1%+4.7pp | 73.3%-3.4pp | 69.5%+0.4pp |
| Annual return | 20.54% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,102 | $2,092+0.5% | $2,854-26.4% | $2,440-13.8% |
| Participant deferral / active EE | $4,505 | $2,887+56.0% | $3,885+15.9% | $3,607+24.9% |
| Admin fee / account holder | $6,110 | $3,972+53.8% | $5,351+14.2% | $5,124+19.2% |