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 | $67,520 | $817,678-91.7% | $392,568-82.8% | $152,861-55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 15.07% | 22.84%-7.8pp | 24.42%-9.4pp | 345.32%-330.2pp |
| Employer contribution / active EE | $6,354 | $5,502+15.5% | $3,783+67.9% | $4,762+33.4% |
| Participant deferral / active EE | $16,511 | $8,398+96.6% | $5,985+175.9% | $5,850+182.2% |
| Admin fee / account holder | $190,285 | $12,095+1473.2% | $6,260+2939.8% | $11,596+1540.9% |