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 | $121,626 | $111,754+8.8% | $103,333+17.7% | $145,922-16.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $11,828 | $4,212+180.8% | $3,868+205.8% | $4,660+153.8% |
| Participant deferral / active EE | $10,878 | $5,619+93.6% | $5,057+115.1% | $6,688+62.7% |
| Admin fee / account holder | $1,854 | $9,750-81.0% | $8,355-77.8% | $13,397-86.2% |