Filed May 28, 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 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 | $47,377 | $57,354-17.4% | $83,848-43.5% | $64,186-26.2% |
| Participation rate | 60.3% | 68.6%-8.4pp | 76.1%-15.9pp | 69.6%-9.3pp |
| Annual return | 3.57% | 11.38%-7.8pp | 850.88%-847.3pp | 7.63%-4.1pp |
| Employer contribution / active EE | $2,349 | $2,545-7.7% | $3,631-35.3% | $2,381-1.4% |
| Participant deferral / active EE | $5,092 | $2,993+70.1% | $4,082+24.8% | $3,470+46.8% |
| Admin fee / account holder | $489 | $4,046-87.9% | $5,478-91.1% | $4,888-90.0% |