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 | $153,406 | $84,233+82.1% | $170,442-10.0% | $70,131+118.7% |
| Participation rate | 96.5% | 70.8%+25.7pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | 21.01% | 23.06%-2.1pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $4,968 | $3,387+46.7% | $5,433-8.6% | $2,342+112.1% |
| Participant deferral / active EE | $6,327 | $3,086+105.0% | $4,939+28.1% | $3,332+89.9% |
| Admin fee / account holder | $15,405 | $5,698+170.4% | $13,880+11.0% | $4,645+231.6% |