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 | $223,550 | $60,124+271.8% | $90,404+147.3% | $79,858+179.9% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.7pp |
| Annual return | 17.62% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $9,546 | $2,068+361.7% | $3,262+192.7% | $2,471+286.4% |
| Participant deferral / active EE | $10,088 | $2,938+243.4% | $3,963+154.5% | $3,740+169.7% |
| Admin fee / account holder | $25,009 | $3,976+528.9% | $5,611+345.7% | $5,306+371.3% |