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 | $183,859 | $62,586+193.8% | $76,768+139.5% | $64,186+186.4% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -7.04% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $8,304 | $1,832+353.3% | $2,485+234.2% | $2,381+248.8% |
| Participant deferral / active EE | $6,847 | $3,145+117.7% | $3,852+77.8% | $3,470+97.4% |
| Admin fee / account holder | $21,983 | $4,667+371.0% | $6,675+229.3% | $4,888+349.7% |