Filed January 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,077 | $60,124+13.2% | $90,404-24.7% | $79,858-14.8% |
| Participation rate | 73.7% | 65.0%+8.7pp | 72.7%+1.0pp | 69.6%+4.1pp |
| Annual return | 15.28% | 71.94%-56.7pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,111 | $2,068+50.5% | $3,262-4.6% | $2,471+25.9% |
| Participant deferral / active EE | $6,514 | $2,938+121.7% | $3,963+64.4% | $3,740+74.2% |
| Admin fee / account holder | $5,478 | $3,976+37.8% | $5,611-2.4% | $5,306+3.2% |