Filed April 21, 2025 (most recent of 3 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 | $78,965 | $45,035+75.3% | $62,995+25.3% | $70,131+12.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.04% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $4,462 | $2,051+117.5% | $2,759+61.7% | $2,342+90.5% |
| Participant deferral / active EE | $3,214 | $2,465+30.4% | $3,329-3.5% | $3,332-3.5% |
| Admin fee / account holder | $99,813 | $2,834+3421.6% | $3,600+2672.6% | $4,645+2048.7% |