Filed April 17, 2025 (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 4-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 | $36,998 | $87,841-57.9% | $133,980-72.4% | $62,891-41.2% |
| Participation rate | 68.0% | 83.4%-15.4pp | 87.1%-19.1pp | 69.3%-1.3pp |
| Annual return | 5.72% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,342 | $3,483-61.5% | $5,211-74.2% | $2,281-41.2% |
| Participant deferral / active EE | $2,709 | $4,812-43.7% | $6,282-56.9% | $3,203-15.4% |
| Admin fee / account holder | $6,567 | $5,371+22.3% | $9,324-29.6% | $4,296+52.9% |