Filed March 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,824 | $109,359-68.2% | $162,163-78.5% | $72,985-52.3% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 21.59% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,234 | $3,907-42.8% | $5,614-60.2% | $2,440-8.4% |
| Participant deferral / active EE | $1,636 | $5,481-70.1% | $7,298-77.6% | $3,607-54.6% |
| Admin fee / account holder | $464 | $7,972-94.2% | $10,843-95.7% | $5,124-91.0% |