Filed January 2, 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 | $140,368 | $85,766+63.7% | $136,294+3.0% | $70,131+100.2% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 15.44% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,682 | $2,966-43.3% | $4,695-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $7,983 | $5,051+58.0% | $6,247+27.8% | $3,332+139.6% |
| Admin fee / account holder | $9,316 | $5,420+71.9% | $9,243+0.8% | $4,645+100.5% |