Filed March 21, 2025 (most recent of 2 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 | $98,702 | $110,257-10.5% | $96,544+2.2% | $139,434-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.37% | 26.32%-11.9pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $10,777 | $3,620+197.7% | $2,965+263.5% | $4,751+126.8% |
| Participant deferral / active EE | $8,894 | $5,548+60.3% | $4,851+83.4% | $6,710+32.5% |
| Admin fee / account holder | $27,580 | $11,591+137.9% | $8,252+234.2% | $11,403+141.9% |