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 | $70,968 | $125,758-43.6% | $169,993-58.3% | $75,163-5.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.46% | 27.20%-15.7pp | 53.37%-41.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,507 | $4,615-24.0% | $6,785-48.3% | $2,670+31.4% |
| Participant deferral / active EE | $3,113 | $6,837-54.5% | $10,408-70.1% | $4,125-24.5% |
| Admin fee / account holder | $9,780 | $8,173+19.7% | $12,815-23.7% | $5,651+73.1% |