Filed May 28, 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.
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 | $75,420 | $125,758-40.0% | $169,993-55.6% | $75,163+0.3% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 13.28% | 27.20%-13.9pp | 53.37%-40.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,687 | $4,615-41.8% | $6,785-60.4% | $2,670+0.6% |
| Participant deferral / active EE | $7,510 | $6,837+9.8% | $10,408-27.8% | $4,125+82.1% |
| Admin fee / account holder | $5,626 | $8,173-31.2% | $12,815-56.1% | $5,651-0.4% |