Filed April 24, 2025 (most recent of 5 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 | $23,427 | $53,018-55.8% | $70,014-66.5% | $62,891-62.8% |
| Participation rate | 39.4% | 67.2%-27.8pp | 71.8%-32.4pp | 69.3%-29.9pp |
| Annual return | 4.77% | 13.35%-8.6pp | 12.99%-8.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $945 | $2,395-60.5% | $2,931-67.8% | $3,203-70.5% |
| Admin fee / account holder | $19,063 | $3,690+416.7% | $4,380+335.2% | $4,296+343.8% |