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 | $194,849 | $201,272-3.2% | $184,203+5.8% | $145,922+33.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.90% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $12,201 | $7,022+73.8% | $6,427+89.8% | $4,660+161.8% |
| Participant deferral / active EE | $11,015 | $9,806+12.3% | $9,131+20.6% | $6,688+64.7% |
| Admin fee / account holder | $5,279 | $16,364-67.7% | $13,901-62.0% | $13,397-60.6% |