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 | $48,127 | $86,286-44.2% | $111,297-56.8% | $85,850-43.9% |
| Participation rate | 98.3% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 11.75% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $8,554 | $2,043+318.7% | $2,731+213.2% | $2,565+233.5% |
| Participant deferral / active EE | $2,625 | $3,641-27.9% | $4,487-41.5% | $3,952-33.6% |
| Admin fee / account holder | $7,377 | $8,188-9.9% | $7,964-7.4% | $6,260+17.8% |