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 | $201,230 | $58,208+245.7% | $81,812+146.0% | $80,856+148.9% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 16.38% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $10,621 | $2,340+353.9% | $2,912+264.7% | $2,755+285.6% |
| Participant deferral / active EE | $10,985 | $3,281+234.8% | $4,319+154.4% | $4,296+155.7% |
| Admin fee / account holder | $24,539 | $4,981+392.6% | $7,386+232.2% | $6,918+254.7% |