Filed April 1, 2025 (most recent of 7 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 | $58,684 | $56,199+4.4% | $67,652-13.3% | $59,632-1.6% |
| Participation rate | 92.7% | 71.5%+21.2pp | 75.7%+17.0pp | 68.7%+24.0pp |
| Annual return | 0.61% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,084 | $1,614+91.0% | $2,266+36.1% | $2,203+40.0% |
| Participant deferral / active EE | $4,367 | $2,844+53.6% | $3,560+22.7% | $3,192+36.8% |
| Admin fee / account holder | $1,646 | $3,958-58.4% | $4,821-65.9% | $4,297-61.7% |