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 | $121,708 | $167,484-27.3% | $151,611-19.7% | $134,475-9.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -14.83% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,759 | $6,829+28.3% | $6,166+42.1% | $4,740+84.8% |
| Participant deferral / active EE | $8,263 | $8,986-8.0% | $8,363-1.2% | $6,400+29.1% |
| Admin fee / account holder | $14,174 | $13,783+2.8% | $11,616+22.0% | $11,426+24.1% |