Filed April 4, 2025 (most recent of 2 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 | $132,084 | $77,634+70.1% | $156,549-15.6% | $62,891+110.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.89% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,146 | $3,444+49.4% | $5,501-6.4% | $2,281+125.6% |
| Participant deferral / active EE | $6,097 | $3,045+100.2% | $4,871+25.2% | $3,203+90.4% |
| Admin fee / account holder | $3,570 | $5,561-35.8% | $13,027-72.6% | $4,296-16.9% |