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 | $117,092 | $77,813+50.5% | $123,544-5.2% | $64,186+82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.26% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,940 | $3,014-35.6% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $8,532 | $5,240+62.8% | $6,426+32.8% | $3,470+145.9% |
| Admin fee / account holder | $8,867 | $5,519+60.7% | $9,284-4.5% | $4,888+81.4% |