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 | $160,224 | $149,734+7.0% | $118,925+34.7% | $158,922+0.8% |
| Participation rate | 95.5% | 82.1%+13.4pp | 75.4%+20.1pp | 82.0%+13.5pp |
| Annual return | 10.38% | 19.95%-9.6pp | 35.88%-25.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,605 | $4,115-12.4% | $3,263+10.5% | $4,761-24.3% |
| Participant deferral / active EE | $7,380 | $5,223+41.3% | $4,265+73.0% | $5,982+23.4% |
| Admin fee / account holder | $35,238 | $8,603+309.6% | $6,581+435.5% | $11,246+213.3% |