Filed March 21, 2025 (most recent of 3 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 | $190,185 | $53,127+258.0% | $86,590+119.6% | $70,131+171.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.90% | 27.66%-9.8pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $8,211 | $2,068+297.0% | $2,839+189.2% | $2,342+250.5% |
| Participant deferral / active EE | $7,353 | $2,696+172.8% | $3,609+103.8% | $3,332+120.7% |
| Admin fee / account holder | $3,144 | $3,585-12.3% | $4,906-35.9% | $4,645-32.3% |