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 | $140,655 | $129,942+8.2% | $104,294+34.9% | $134,475+4.6% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | -11.80% | 42.03%-53.8pp | 24.61%-36.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $7,941 | $4,184+89.8% | $3,372+135.5% | $4,740+67.6% |
| Participant deferral / active EE | $15,669 | $5,588+180.4% | $4,625+238.8% | $6,400+144.8% |
| Admin fee / account holder | $34,595 | $9,323+271.1% | $7,339+371.4% | $11,426+202.8% |