Filed May 6, 2025 (most recent of 3 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 | $214,775 | $56,199+282.2% | $67,652+217.5% | $59,632+260.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.31% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $5,608 | $1,614+247.4% | $2,266+147.6% | $2,203+154.6% |
| Participant deferral / active EE | $6,035 | $2,844+112.2% | $3,560+69.5% | $3,192+89.1% |
| Admin fee / account holder | $5,695 | $3,958+43.9% | $4,821+18.1% | $4,297+32.5% |