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 7-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 | $62,076 | $123,793-49.9% | $177,821-65.1% | $79,858-22.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.46% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,994 | $4,095-51.3% | $5,918-66.3% | $2,471-19.3% |
| Participant deferral / active EE | $4,017 | $5,956-32.6% | $7,714-47.9% | $3,740+7.4% |
| Admin fee / account holder | $2,908 | $7,243-59.8% | $12,427-76.6% | $5,306-45.2% |