Filed December 26, 2024 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,676 | $82,664-48.4% | $125,339-66.0% | $68,494-37.7% |
| Participation rate | 68.4% | 75.0%-6.6pp | 82.4%-13.9pp | 67.9%+0.5pp |
| Annual return | -13.41% | -5.97%-7.4pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,437 | $3,381+1.7% | $4,814-28.6% | $2,596+32.4% |
| Participant deferral / active EE | $3,589 | $6,110-41.3% | $7,446-51.8% | $4,027-10.9% |
| Admin fee / account holder | $42,000 | $6,275+569.3% | $10,010+319.6% | $5,403+677.4% |