Filed March 25, 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 | $46,578 | $94,529-50.7% | $140,016-66.7% | $64,186-27.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -7.51% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,567 | $3,812-58.9% | $5,606-72.0% | $2,381-34.2% |
| Participant deferral / active EE | $3,131 | $5,250-40.4% | $6,927-54.8% | $3,470-9.8% |
| Admin fee / account holder | $379 | $6,741-94.4% | $10,705-96.5% | $4,888-92.2% |