Filed March 12, 2025 (most recent of 3 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 | $103,119 | $100,041+3.1% | $149,718-31.1% | $70,131+47.0% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 12.21% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,511 | $3,662-4.1% | $5,445-35.5% | $2,342+49.9% |
| Participant deferral / active EE | $3,143 | $4,983-36.9% | $6,569-52.2% | $3,332-5.7% |
| Admin fee / account holder | $594 | $8,286-92.8% | $11,283-94.7% | $4,645-87.2% |