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 | $164,725 | $49,177+235.0% | $79,464+107.3% | $64,186+156.6% |
| Participation rate | 98.3% | 65.0%+33.2pp | 73.3%+24.9pp | 69.6%+28.7pp |
| Annual return | -4.44% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $9,566 | $2,076+360.7% | $2,800+241.6% | $2,381+301.8% |
| Participant deferral / active EE | $8,942 | $2,821+216.9% | $3,704+141.4% | $3,470+157.7% |
| Admin fee / account holder | $23,551 | $3,839+513.5% | $5,113+360.6% | $4,888+381.8% |