Filed May 9, 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.
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 | $134,247 | $45,073+197.8% | $69,455+93.3% | $72,985+83.9% |
| Participation rate | 84.2% | 68.5%+15.7pp | 74.6%+9.6pp | 69.5%+14.7pp |
| Annual return | 4.54% | 22.65%-18.1pp | 28.97%-24.4pp | 81.00%-76.5pp |
| Employer contribution / active EE | $3,889 | $2,054+89.3% | $2,779+39.9% | $2,440+59.4% |
| Participant deferral / active EE | $5,270 | $2,602+102.6% | $3,535+49.1% | $3,607+46.1% |
| Admin fee / account holder | $10,477 | $3,056+242.9% | $3,839+172.9% | $5,124+104.5% |