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.
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 | $57,127 | $125,758-54.6% | $169,993-66.4% | $75,163-24.0% |
| Participation rate | 71.6% | 83.6%-12.0pp | 87.0%-15.4pp | 67.2%+4.4pp |
| Annual return | 18.11% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,157 | $4,615-74.9% | $6,785-82.9% | $2,670-56.7% |
| Participant deferral / active EE | $3,196 | $6,837-53.3% | $10,408-69.3% | $4,125-22.5% |
| Admin fee / account holder | $2,868 | $8,173-64.9% | $12,815-77.6% | $5,651-49.2% |