Filed April 24, 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 8-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 | $44,334 | $45,152-1.8% | $73,843-40.0% | $59,632-25.7% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.4pp | 68.7%+28.2pp |
| Annual return | -1.74% | 27.40%-29.1pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $822 | $1,902-56.8% | $2,787-70.5% | $2,203-62.7% |
| Participant deferral / active EE | $2,978 | $2,574+15.7% | $3,583-16.9% | $3,192-6.7% |
| Admin fee / account holder | $1,109 | $3,516-68.4% | $4,880-77.3% | $4,297-74.2% |