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 | $54,623 | $59,186-7.7% | $76,768-28.8% | $56,287-3.0% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | -4.25% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,959 | $1,759+68.3% | $2,485+19.1% | $2,111+40.2% |
| Participant deferral / active EE | $4,500 | $3,255+38.2% | $3,852+16.8% | $3,350+34.3% |
| Admin fee / account holder | $14,496 | $489+2863.9% | $6,675+117.2% | $521+2682.7% |