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 | $127,776 | $113,016+13.1% | $103,476+23.5% | $74,495+71.5% |
| Participation rate | 96.3% | 80.8%+15.5pp | 80.5%+15.8pp | 67.2%+29.1pp |
| Annual return | 16.47% | 23.24%-6.8pp | 23.90%-7.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,630 | $4,881-46.1% | $4,672-43.7% | $2,623+0.3% |
| Participant deferral / active EE | $5,002 | $7,279-31.3% | $6,623-24.5% | $4,346+15.1% |
| Admin fee / account holder | $5,615 | $1,709+228.6% | $9,413-40.3% | $1,942+189.2% |