Filed February 25, 2025 (most recent of 6 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 | $209,418 | $127,100+64.8% | $105,738+98.1% | $135,375+54.7% |
| Participation rate | 94.4% | 82.7%+11.7pp | 76.3%+18.1pp | 82.6%+11.8pp |
| Annual return | -4.28% | 4.49%-8.8pp | 6.27%-10.6pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,598 | $4,107+12.0% | $3,268+40.7% | $4,779-3.8% |
| Participant deferral / active EE | $11,377 | $5,064+124.6% | $4,080+178.9% | $5,609+102.8% |
| Admin fee / account holder | $2,322 | $9,087-74.4% | $6,913-66.4% | $10,827-78.6% |