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 | $221,264 | $72,492+205.2% | $87,100+154.0% | $72,985+203.2% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 21.17% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,749 | $1,894+150.7% | $2,521+88.3% | $2,440+94.6% |
| Participant deferral / active EE | $6,491 | $3,270+98.5% | $4,049+60.3% | $3,607+79.9% |
| Admin fee / account holder | $9,472 | $5,055+87.4% | $7,497+26.3% | $5,124+84.8% |