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 | $213,916 | $59,101+262.0% | $77,163+177.2% | $75,163+184.6% |
| Participation rate | 92.0% | 63.9%+28.1pp | 69.6%+22.4pp | 67.2%+24.8pp |
| Annual return | 14.52% | 26.71%-12.2pp | 37.87%-23.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $15,164 | $1,995+660.0% | $2,535+498.2% | $2,670+468.0% |
| Participant deferral / active EE | $15,940 | $2,999+431.5% | $3,833+315.8% | $4,125+286.4% |
| Admin fee / account holder | $10,142 | $4,774+112.4% | $5,472+85.3% | $5,651+79.5% |