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 | $188,468 | $155,788+21.0% | $124,672+51.2% | $167,490+12.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 74.6%+19.5pp | 82.1%+12.0pp |
| Annual return | 16.53% | 17.97%-1.4pp | 5142.93%-5126.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,692 | $4,163+84.8% | $3,324+131.4% | $4,837+59.0% |
| Participant deferral / active EE | $15,014 | $5,673+164.6% | $4,614+225.4% | $6,341+136.8% |
| Admin fee / account holder | $12,095 | $9,531+26.9% | $7,493+61.4% | $12,309-1.7% |