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 | $110,456 | $123,793-10.8% | $177,821-37.9% | $79,858+38.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.97% | 22.82%-13.8pp | 48.32%-39.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $4,209 | $4,095+2.8% | $5,918-28.9% | $2,471+70.3% |
| Participant deferral / active EE | $4,464 | $5,956-25.1% | $7,714-42.1% | $3,740+19.3% |
| Admin fee / account holder | $2,336 | $7,243-67.7% | $12,427-81.2% | $5,306-56.0% |