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 | $56,583 | $48,570+16.5% | $130,648-56.7% | $72,985-22.5% |
| Participation rate | 75.0% | 58.6%+16.4pp | 71.7%+3.3pp | 69.5%+5.5pp |
| Annual return | 19.28% | 38.63%-19.3pp | 1708.96%-1689.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,150 | $1,334+61.1% | $4,092-47.5% | $2,440-11.9% |
| Participant deferral / active EE | $3,608 | $2,384+51.4% | $3,603+0.1% | $3,6070% |
| Admin fee / account holder | $759 | $3,549-78.6% | $5,464-86.1% | $5,124-85.2% |