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 | $82,868 | $57,281+44.7% | $86,612-4.3% | $75,163+10.3% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 14.67% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,643 | $2,314+100.6% | $3,022+53.6% | $2,670+73.9% |
| Participant deferral / active EE | $8,264 | $3,318+149.1% | $4,438+86.2% | $4,125+100.3% |
| Admin fee / account holder | $17,889 | $4,112+335.1% | $5,614+218.6% | $5,651+216.6% |