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 | $96,300 | $148,978-35.4% | $200,582-52.0% | $84,808+13.6% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 12.51% | 28.16%-15.7pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,831 | $4,815-41.2% | $6,419-55.9% | $2,631+7.6% |
| Participant deferral / active EE | $7,935 | $7,142+11.1% | $9,331-15.0% | $4,212+88.4% |
| Admin fee / account holder | $12,370 | $13,977-11.5% | $16,305-24.1% | $7,344+68.4% |