Filed January 30, 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 | $41,128 | $78,422-47.6% | $95,952-57.1% | $79,858-48.5% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | 14.26% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $9,349 | $1,945+380.7% | $2,541+267.9% | $2,471+278.4% |
| Participant deferral / active EE | $2,947 | $3,440-14.3% | $4,167-29.3% | $3,740-21.2% |
| Admin fee / account holder | $13,152 | $5,622+133.9% | $6,795+93.5% | $5,306+147.9% |