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 | $91,102 | $148,978-38.8% | $200,582-54.6% | $84,808+7.4% |
| Participation rate | 77.8% | 84.2%-6.5pp | 86.9%-9.1pp | 68.3%+9.5pp |
| Annual return | 16.22% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,792 | $4,815-42.0% | $6,419-56.5% | $2,631+6.1% |
| Participant deferral / active EE | $4,117 | $7,142-42.4% | $9,331-55.9% | $4,212-2.2% |
| Admin fee / account holder | $4,142 | $13,977-70.4% | $16,305-74.6% | $7,344-43.6% |