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 | $170,069 | $140,940+20.7% | $112,229+51.5% | $139,434+22.0% |
| Participation rate | 90.5% | 79.2%+11.3pp | 72.4%+18.0pp | 80.3%+10.2pp |
| Annual return | 16.83% | 32.71%-15.9pp | 30.20%-13.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $10,405 | $4,283+142.9% | $3,430+203.3% | $4,751+119.0% |
| Participant deferral / active EE | $13,129 | $5,874+123.5% | $4,798+173.6% | $6,710+95.7% |
| Admin fee / account holder | $11,453 | $9,954+15.1% | $7,748+47.8% | $11,403+0.4% |