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 | $57,732 | $110,094-47.6% | $151,611-61.9% | $68,494-15.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -12.05% | -10.12%-1.9pp | 3.33%-15.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,440 | $4,471-45.4% | $6,166-60.4% | $2,596-6.0% |
| Participant deferral / active EE | $6,634 | $6,527+1.6% | $8,363-20.7% | $4,027+64.7% |
| Admin fee / account holder | $10,873 | $7,719+40.9% | $11,616-6.4% | $5,403+101.3% |