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 | $108,612 | $84,487+28.6% | $125,339-13.3% | $66,914+62.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 34.50% | -8.39%+42.9pp | 572.05%-537.5pp | 1.58%+32.9pp |
| Employer contribution / active EE | $4,891 | $3,553+37.7% | $4,814+1.6% | $2,544+92.2% |
| Participant deferral / active EE | $9,984 | $6,781+47.2% | $7,446+34.1% | $4,237+135.7% |
| Admin fee / account holder | $26,570 | $685+3778.7% | $10,010+165.4% | $593+4378.6% |