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 | $209,504 | $67,606+209.9% | $82,313+154.5% | $70,131+198.7% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 14.38% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,309 | $1,755+202.6% | $2,428+118.6% | $2,342+126.7% |
| Participant deferral / active EE | $6,515 | $2,987+118.1% | $3,706+75.8% | $3,332+95.5% |
| Admin fee / account holder | $2,913 | $4,512-35.4% | $5,608-48.1% | $4,645-37.3% |