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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,718 | $209,832-71.1% | $189,513-68.0% | $167,490-63.7% |
| Participation rate | 79.2% | 88.7%-9.5pp | 87.8%-8.6pp | 82.1%-2.9pp |
| Annual return | 14.46% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,198 | $6,914-68.2% | $6,162-64.3% | $4,837-54.6% |
| Participant deferral / active EE | $2,791 | $8,935-68.8% | $8,221-66.1% | $6,341-56.0% |
| Admin fee / account holder | $1,603 | $14,293-88.8% | $12,045-86.7% | $12,309-87.0% |