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 | $130,131 | $142,424-8.6% | $100,534+29.4% | $74,304+75.1% |
| Participation rate | 98.2% | 79.6%+18.7pp | 80.6%+17.6pp | 60.3%+37.9pp |
| Annual return | 14.25% | 27.53%-13.3pp | 32.66%-18.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,482 | $5,555-55.3% | $4,346-42.9% | $2,241+10.7% |
| Participant deferral / active EE | $4,695 | $8,247-43.1% | $6,144-23.6% | $3,767+24.6% |
| Admin fee / account holder | $3,287 | $1,986+65.6% | $7,654-57.1% | $2,969+10.7% |