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 | $50,792 | $48,076+5.6% | $78,689-35.5% | $62,891-19.2% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.2pp | 69.3%+16.4pp |
| Annual return | 6.06% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $508 | $2,015-74.8% | $2,851-82.2% | $2,281-77.7% |
| Participant deferral / active EE | $2,556 | $2,588-1.2% | $3,517-27.3% | $3,203-20.2% |
| Admin fee / account holder | $3,230 | $3,207+0.7% | $4,510-28.4% | $4,296-24.8% |