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 | $40,992 | $71,883-43.0% | $86,677-52.7% | $68,494-40.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.40% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $8,808 | $2,173+305.4% | $2,836+210.5% | $2,596+239.2% |
| Participant deferral / active EE | $2,796 | $3,779-26.0% | $4,656-40.0% | $4,027-30.6% |
| Admin fee / account holder | $3,686 | $6,112-39.7% | $7,493-50.8% | $5,403-31.8% |