Filed April 29, 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 | $104,744 | $65,409+60.1% | $98,442+6.4% | $85,850+22.0% |
| Participation rate | 90.5% | 65.0%+25.5pp | 73.3%+17.1pp | 69.3%+21.2pp |
| Annual return | 12.34% | 21.76%-9.4pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,544 | $2,168+17.4% | $2,960-14.0% | $2,565-0.8% |
| Participant deferral / active EE | $6,341 | $3,166+100.3% | $4,276+48.3% | $3,952+60.5% |
| Admin fee / account holder | $12,627 | $4,593+174.9% | $5,949+112.2% | $6,260+101.7% |