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 | $144,160 | $49,227+192.8% | $70,449+104.6% | $79,858+80.5% |
| Participation rate | 82.0% | 69.2%+12.8pp | 75.1%+6.9pp | 69.6%+12.3pp |
| Annual return | 4.29% | 30.06%-25.8pp | 109.03%-104.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,724 | $2,099+77.4% | $2,737+36.1% | $2,471+50.7% |
| Participant deferral / active EE | $5,177 | $2,768+87.0% | $3,709+39.6% | $3,740+38.4% |
| Admin fee / account holder | $1,557 | $2,878-45.9% | $3,845-59.5% | $5,306-70.7% |