Filed February 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 | $32,193 | $95,416-66.3% | $185,823-82.7% | $85,850-62.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.96% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,144 | $3,314-35.3% | $5,167-58.5% | $2,565-16.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,165 | $7,213-56.1% | $16,237-80.5% | $6,260-49.4% |