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 | $23,615 | $57,065-58.6% | $75,670-68.8% | $70,131-66.3% |
| Participation rate | 42.5% | 68.1%-25.6pp | 72.3%-29.9pp | 69.5%-27.1pp |
| Annual return | 15.50% | 23.57%-8.1pp | 27.34%-11.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,004 | $2,580-61.1% | $3,142-68.0% | $3,332-69.9% |
| Admin fee / account holder | $2,819 | $3,825-26.3% | $5,800-51.4% | $4,645-39.3% |