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 | $125,777 | $755,339-83.3% | $379,746-66.9% | $158,922-20.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 119.22% | 53.41%+65.8pp | 34.90%+84.3pp | 302.83%-183.6pp |
| Employer contribution / active EE | $5,842 | $4,685+24.7% | $3,540+65.0% | $4,761+22.7% |
| Participant deferral / active EE | $15,349 | $7,938+93.4% | $6,024+154.8% | $5,982+156.6% |
| Admin fee / account holder | $1,125 | $14,482-92.2% | $7,927-85.8% | $11,246-90.0% |