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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,886 | $110,094-60.1% | $151,611-71.1% | $68,494-35.9% |
| Participation rate | 78.9% | 84.0%-5.0pp | 87.5%-8.5pp | 67.9%+11.1pp |
| Annual return | -18.06% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $883 | $4,471-80.2% | $6,166-85.7% | $2,596-66.0% |
| Participant deferral / active EE | $2,560 | $6,527-60.8% | $8,363-69.4% | $4,027-36.4% |
| Admin fee / account holder | $1,797 | $7,719-76.7% | $11,616-84.5% | $5,403-66.7% |