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 | $148,960 | $110,809+34.4% | $86,874+71.5% | $167,490-11.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 28.85% | 116.98%-88.1pp | 63.52%-34.7pp | 478.56%-449.7pp |
| Employer contribution / active EE | $13,701 | $3,244+322.4% | $2,495+449.1% | $4,837+183.2% |
| Participant deferral / active EE | $13,474 | $4,546+196.4% | $3,699+264.3% | $6,341+112.5% |
| Admin fee / account holder | $33,248 | $8,415+295.1% | $5,828+470.5% | $12,309+170.1% |