Filed April 7, 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 | $107,568 | $99,985+7.6% | $146,665-26.7% | $85,850+25.3% |
| Participation rate | 97.6% | 73.1%+24.6pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 13.33% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,987 | $2,559+55.8% | $4,136-3.6% | $2,565+55.4% |
| Participant deferral / active EE | $7,061 | $4,006+76.3% | $5,506+28.2% | $3,952+78.7% |
| Admin fee / account holder | $22,872 | $7,702+197.0% | $10,280+122.5% | $6,260+265.4% |