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 | $89,951 | $148,978-39.6% | $200,582-55.2% | $84,808+6.1% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 15.22% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,960 | $4,815-38.5% | $6,419-53.9% | $2,631+12.5% |
| Participant deferral / active EE | $4,539 | $7,142-36.5% | $9,331-51.4% | $4,212+7.8% |
| Admin fee / account holder | $5,403 | $13,977-61.3% | $16,305-66.9% | $7,344-26.4% |