Filed March 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $53,777+22.6% | $134,143-50.8% | $79,858-17.4% |
| Participation rate | 68.4% | 58.8%+9.6pp | 72.2%-3.8pp | 69.6%-1.3pp |
| Annual return | -2.05% | 19.01%-21.1pp | 36.33%-38.4pp | 31.71%-33.8pp |
| Employer contribution / active EE | $993 | $1,321-24.8% | $3,704-73.2% | $2,471-59.8% |
| Participant deferral / active EE | $3,368 | $2,420+39.1% | $3,499-3.8% | $3,740-10.0% |
| Admin fee / account holder | $2,990 | $3,984-25.0% | $6,684-55.3% | $5,306-43.7% |