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 | $81,222 | $110,094-26.2% | $151,611-46.4% | $68,494+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.91% | -10.12%-1.8pp | 3.33%-15.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $4,174 | $4,471-6.6% | $6,166-32.3% | $2,596+60.8% |
| Participant deferral / active EE | $3,943 | $6,527-39.6% | $8,363-52.9% | $4,027-2.1% |
| Admin fee / account holder | $7,065 | $7,719-8.5% | $11,616-39.2% | $5,403+30.8% |