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 | $116,535 | $197,591-41.0% | $177,821-34.5% | $158,922-26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.46% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $7,517 | $6,697+12.2% | $5,918+27.0% | $4,761+57.9% |
| Participant deferral / active EE | $8,556 | $8,405+1.8% | $7,714+10.9% | $5,982+43.0% |
| Admin fee / account holder | $2,968 | $15,399-80.7% | $12,427-76.1% | $11,246-73.6% |