Filed March 21, 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 | $56,780 | $167,484-66.1% | $151,611-62.5% | $134,475-57.8% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -18.27% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,981 | $6,829-56.3% | $6,166-51.7% | $4,740-37.1% |
| Participant deferral / active EE | $3,877 | $8,986-56.9% | $8,363-53.6% | $6,400-39.4% |
| Admin fee / account holder | $2,000 | $13,783-85.5% | $11,616-82.8% | $11,426-82.5% |