Filed March 13, 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 | $181,106 | $91,911+97.0% | $68,793+163.3% | $135,375+33.8% |
| Participation rate | 87.0% | 76.7%+10.2pp | 72.2%+14.7pp | 82.6%+4.3pp |
| Annual return | 13.23% | -8.22%+21.4pp | -4.63%+17.9pp | 519.73%-506.5pp |
| Employer contribution / active EE | $10,805 | $3,924+175.4% | $2,625+311.6% | $4,779+126.1% |
| Participant deferral / active EE | $10,367 | $4,315+140.2% | $3,311+213.1% | $5,609+84.8% |
| Admin fee / account holder | $71,005 | $9,240+668.4% | $5,131+1283.9% | $10,827+555.8% |