Filed April 4, 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 | $73,906 | $71,480+3.4% | $90,782-18.6% | $64,186+15.1% |
| Participation rate | 96.6% | 77.6%+19.0pp | 82.7%+13.9pp | 69.6%+27.0pp |
| Annual return | -5.52% | -4.25%-1.3pp | -3.42%-2.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,124 | $3,415-37.8% | $4,105-48.3% | $2,381-10.8% |
| Participant deferral / active EE | $3,960 | $4,302-7.9% | $5,366-26.2% | $3,470+14.1% |
| Admin fee / account holder | $2,757 | $6,309-56.3% | $5,908-53.3% | $4,888-43.6% |