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 | $64,532 | $138,347-53.4% | $184,203-65.0% | $80,856-20.2% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 13.31% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,663 | $4,850-24.5% | $6,427-43.0% | $2,755+33.0% |
| Participant deferral / active EE | $3,447 | $7,071-51.2% | $9,131-62.2% | $4,296-19.7% |
| Admin fee / account holder | $6,520 | $10,483-37.8% | $13,901-53.1% | $6,918-5.7% |