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 | $163,538 | $185,822-12.0% | $169,993-3.8% | $139,434+17.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.96% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $10,718 | $7,590+41.2% | $6,785+58.0% | $4,751+125.6% |
| Participant deferral / active EE | $10,296 | $11,622-11.4% | $10,408-1.1% | $6,710+53.4% |
| Admin fee / account holder | $1,896 | $15,381-87.7% | $12,815-85.2% | $11,403-83.4% |