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 | $41,182 | $43,723-5.8% | $121,196-66.0% | $64,186-35.8% |
| Participation rate | 79.6% | 58.3%+21.2pp | 71.7%+7.8pp | 69.6%+10.0pp |
| Annual return | -0.54% | 68.91%-69.4pp | 16.93%-17.5pp | 7.63%-8.2pp |
| Employer contribution / active EE | $2,065 | $1,296+59.3% | $4,022-48.7% | $2,381-13.3% |
| Participant deferral / active EE | $3,201 | $2,280+40.4% | $3,344-4.3% | $3,470-7.7% |
| Admin fee / account holder | $16,082 | $3,501+359.3% | $5,019+220.4% | $4,888+229.0% |