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 | $68,244 | $57,281+19.1% | $86,612-21.2% | $75,163-9.2% |
| Participation rate | 67.4% | 63.2%+4.2pp | 71.7%-4.3pp | 67.2%+0.2pp |
| Annual return | 16.37% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,362 | $2,314+45.3% | $3,022+11.2% | $2,670+25.9% |
| Participant deferral / active EE | $5,651 | $3,318+70.3% | $4,438+27.3% | $4,125+37.0% |
| Admin fee / account holder | $10,767 | $4,112+161.9% | $5,614+91.8% | $5,651+90.5% |