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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,704 | $125,758-54.1% | $169,993-66.1% | $75,163-23.2% |
| Participation rate | 71.8% | 83.6%-11.8pp | 87.0%-15.2pp | 67.2%+4.6pp |
| Annual return | 12.17% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,272 | $4,615-72.4% | $6,785-81.3% | $2,670-52.4% |
| Participant deferral / active EE | $2,386 | $6,837-65.1% | $10,408-77.1% | $4,125-42.2% |
| Admin fee / account holder | $9,580 | $8,173+17.2% | $12,815-25.2% | $5,651+69.5% |