Filed March 10, 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 | $82,536 | $160,055-48.4% | $140,016-41.1% | $135,375-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.94% | 911.38%-915.3pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $6,234 | $6,420-2.9% | $5,606+11.2% | $4,779+30.4% |
| Participant deferral / active EE | $5,874 | $7,642-23.1% | $6,927-15.2% | $5,609+4.7% |
| Admin fee / account holder | $4,391 | $13,328-67.1% | $10,705-59.0% | $10,827-59.4% |