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 | $180,720 | $48,795+270.4% | $65,493+175.9% | $84,808+113.1% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.1pp |
| Annual return | 10.36% | 20.20%-9.8pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,583 | $1,930+137.5% | $2,574+78.0% | $2,631+74.2% |
| Participant deferral / active EE | $5,252 | $2,928+79.3% | $3,961+32.6% | $4,212+24.7% |
| Admin fee / account holder | $25,636 | $3,877+561.2% | $5,028+409.8% | $7,344+249.1% |