Filed March 14, 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 | $54,140 | $46,869+15.5% | $122,332-55.7% | $70,131-22.8% |
| Participation rate | 72.4% | 58.2%+14.2pp | 71.6%+0.8pp | 69.5%+2.9pp |
| Annual return | 16.80% | 24.22%-7.4pp | 30.27%-13.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,823 | $1,288+41.6% | $4,050-55.0% | $2,342-22.2% |
| Participant deferral / active EE | $2,929 | $2,166+35.2% | $3,287-10.9% | $3,332-12.1% |
| Admin fee / account holder | $1,415 | $3,322-57.4% | $5,478-74.2% | $4,645-69.5% |