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 | $80,418 | $101,724-20.9% | $164,813-51.2% | $80,856-0.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.35% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,450 | $2,953+16.8% | $4,341-20.5% | $2,755+25.2% |
| Participant deferral / active EE | $7,302 | $4,477+63.1% | $6,031+21.1% | $4,296+70.0% |
| Admin fee / account holder | $27,702 | $8,227+236.7% | $12,690+118.3% | $6,918+300.4% |