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 | $88,490 | $54,350+62.8% | $82,719+7.0% | $68,494+29.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.7pp | 67.9%+17.4pp |
| Annual return | -13.03% | -13.67%+0.6pp | 701.18%-714.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,100 | $2,218+39.7% | $3,009+3.0% | $2,596+19.4% |
| Participant deferral / active EE | $8,371 | $3,246+157.9% | $4,395+90.5% | $4,027+107.9% |
| Admin fee / account holder | $11,011 | $4,395+150.5% | $5,329+106.6% | $5,403+103.8% |