Filed March 12, 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 | $92,221 | $94,529-2.4% | $140,016-34.1% | $64,186+43.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.77% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,938 | $3,812+3.3% | $5,606-29.8% | $2,381+65.4% |
| Participant deferral / active EE | $3,822 | $5,250-27.2% | $6,927-44.8% | $3,470+10.2% |
| Admin fee / account holder | $8,269 | $6,741+22.7% | $10,705-22.8% | $4,888+69.2% |