Filed April 17, 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 4-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 | $38,099 | $82,032-53.6% | $123,104-69.1% | $59,632-36.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 86.8%-6.8pp | 68.7%+11.3pp |
| Annual return | -0.65% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,387 | $3,297-57.9% | $5,151-73.1% | $2,203-37.0% |
| Participant deferral / active EE | $2,597 | $4,667-44.4% | $6,230-58.3% | $3,192-18.6% |
| Admin fee / account holder | $678 | $5,881-88.5% | $9,015-92.5% | $4,297-84.2% |