Filed February 5, 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.
Employer 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 | $31,892 | $94,529-66.3% | $140,016-77.2% | $64,186-50.3% |
| Participation rate | 84.8% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -6.59% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $810 | $3,812-78.7% | $5,606-85.5% | $2,381-66.0% |
| Participant deferral / active EE | $2,003 | $5,250-61.8% | $6,927-71.1% | $3,470-42.3% |
| Admin fee / account holder | $759 | $6,741-88.7% | $10,705-92.9% | $4,888-84.5% |