Filed May 9, 2025 (most recent of 2 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 | $162,509 | $42,894+278.9% | $60,874+167.0% | $68,494+137.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -11.36% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $4,296 | $1,978+117.2% | $2,701+59.0% | $2,596+65.5% |
| Participant deferral / active EE | $5,887 | $2,867+105.4% | $3,817+54.2% | $4,027+46.2% |
| Admin fee / account holder | $2,410 | $3,101-22.3% | $3,224-25.2% | $5,403-55.4% |