Filed May 22, 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 | $55,882 | $110,094-49.2% | $151,611-63.1% | $68,494-18.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -14.01% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,139 | $4,471-74.5% | $6,166-81.5% | $2,596-56.1% |
| Participant deferral / active EE | $2,055 | $6,527-68.5% | $8,363-75.4% | $4,027-49.0% |
| Admin fee / account holder | $484 | $7,719-93.7% | $11,616-95.8% | $5,403-91.0% |