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 | $249,466 | $107,452+132.2% | $91,541+172.5% | $142,382+75.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.35% | 22.06%-8.7pp | 20.50%-7.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $19,266 | $2,994+543.4% | $2,505+669.2% | $4,299+348.1% |
| Participant deferral / active EE | $15,665 | $4,754+229.5% | $4,008+290.9% | $6,507+140.7% |
| Admin fee / account holder | $105,553 | $8,834+1094.8% | $6,956+1417.4% | $12,624+736.2% |