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 | $194,151 | $54,350+257.2% | $82,719+134.7% | $68,494+183.5% |
| Participation rate | 87.3% | 63.9%+23.4pp | 72.6%+14.8pp | 67.9%+19.4pp |
| Annual return | -14.38% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $8,193 | $2,218+269.3% | $3,009+172.3% | $2,596+215.5% |
| Participant deferral / active EE | $9,943 | $3,246+206.3% | $4,395+126.2% | $4,027+146.9% |
| Admin fee / account holder | $36,364 | $4,395+727.3% | $5,329+582.4% | $5,403+573.1% |