Filed April 2, 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 4-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.)
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 | $25,989 | $82,032-68.3% | $123,104-78.9% | $59,632-56.4% |
| Participation rate | 86.5% | 83.2%+3.3pp | 86.8%-0.3pp | 68.7%+17.8pp |
| Annual return | -1.62% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,486 | $4,667-46.7% | $6,230-60.1% | $3,192-22.1% |
| Admin fee / account holder | $841 | $5,881-85.7% | $9,015-90.7% | $4,297-80.4% |