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 | $180,096 | $48,230+273.4% | $67,502+166.8% | $80,856+122.7% |
| Participation rate | 84.3% | 66.4%+17.9pp | 72.9%+11.4pp | 67.6%+16.7pp |
| Annual return | 12.79% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,028 | $2,020+148.9% | $2,731+84.1% | $2,755+82.5% |
| Participant deferral / active EE | $6,773 | $2,924+131.7% | $4,000+69.3% | $4,296+57.7% |
| Admin fee / account holder | $23,865 | $3,681+548.3% | $3,998+497.0% | $6,918+245.0% |