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 | $44,810 | $53,127-15.7% | $86,590-48.3% | $70,131-36.1% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 13.18% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $569 | $2,068-72.5% | $2,839-79.9% | $2,342-75.7% |
| Participant deferral / active EE | $2,571 | $2,696-4.6% | $3,609-28.8% | $3,332-22.8% |
| Admin fee / account holder | $10,570 | $3,585+194.8% | $4,906+115.5% | $4,645+127.5% |