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 | $62,838 | $63,114-0.4% | $92,893-32.4% | $65,185-3.6% |
| Participation rate | 50.0% | 68.8%-18.8pp | 76.0%-26.0pp | 70.2%-20.2pp |
| Annual return | 23.59% | 28.75%-5.2pp | 109.41%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,896 | $2,571-26.3% | $3,653-48.1% | $2,177-12.9% |
| Participant deferral / active EE | $4,046 | $3,108+30.2% | $4,236-4.5% | $3,514+15.1% |
| Admin fee / account holder | $6,466 | $624+936.8% | $5,794+11.6% | $847+663.3% |