Filed May 6, 2025 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,109 | $133,958-26.8% | $112,228-12.6% | $134,475-27.0% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -19.41% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $314 | $4,038-92.2% | $3,635-91.4% | $4,740-93.4% |
| Participant deferral / active EE | $3,137 | $5,291-40.7% | $4,728-33.6% | $6,400-51.0% |
| Admin fee / account holder | $2,666 | $7,489-64.4% | $6,410-58.4% | $11,426-76.7% |