Filed December 20, 2024 (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.
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 | $19,441 | $84,695-77.0% | $73,843-73.7% | $125,391-84.5% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | 152.55% | 3123.53%-2971.0pp | 2267.84%-2115.3pp | 282.22%-129.7pp |
| Employer contribution / active EE | $1,166 | $3,123-62.7% | $2,787-58.2% | $4,866-76.0% |
| Participant deferral / active EE | $3,801 | $3,992-4.8% | $3,583+6.1% | $5,352-29.0% |
| Admin fee / account holder | $1,796 | $5,691-68.4% | $4,880-63.2% | $9,540-81.2% |