Filed May 28, 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 | $73,888 | $137,414-46.2% | $189,513-61.0% | $85,850-13.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.07% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,708 | $4,344-37.7% | $6,162-56.1% | $2,565+5.6% |
| Participant deferral / active EE | $6,924 | $6,260+10.6% | $8,221-15.8% | $3,952+75.2% |
| Admin fee / account holder | $3,199 | $8,630-62.9% | $12,045-73.4% | $6,260-48.9% |