Filed January 17, 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 | $181,305 | $167,483+8.3% | $115,752+56.6% | $147,584+22.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 82.8%+8.1pp |
| Annual return | 15.53% | 12.11%+3.4pp | 19.41%-3.9pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,349 | $4,960+28.0% | $3,492+81.8% | $4,876+30.2% |
| Participant deferral / active EE | $9,600 | $7,037+36.4% | $5,204+84.5% | $5,439+76.5% |
| Admin fee / account holder | $634 | $13,069-95.1% | $6,278-89.9% | $10,885-94.2% |