Filed March 25, 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 | $58,822 | $125,758-53.2% | $169,993-65.4% | $75,163-21.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.97% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,227 | $4,615-30.1% | $6,785-52.4% | $2,670+20.9% |
| Participant deferral / active EE | $3,941 | $6,837-42.4% | $10,408-62.1% | $4,125-4.5% |
| Admin fee / account holder | $10,795 | $8,173+32.1% | $12,815-15.8% | $5,651+91.0% |