Filed April 10, 2025
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,183 | $46,464-97.5% | $150,298-99.2% | $79,634-98.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 0.00% | 27.89%-27.9pp | 62.79%-62.8pp | 36.46%-36.5pp |
| Employer contribution / active EE | $7,027 | $1,512+364.9% | $4,154+69.2% | $2,529+177.8% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |