Filed June 6, 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 | $67,341 | $52,467+28.3% | $57,179+17.8% | $55,167+22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 8.87% | 7.72%+1.2pp | 14.59%-5.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,086 | $2,477-15.8% | $2,682-22.2% | $1,963+6.3% |
| Participant deferral / active EE | $1,244 | $2,830-56.0% | $3,096-59.8% | $3,054-59.3% |
| Admin fee / account holder | $7,762 | $269+2784.6% | $3,139+147.3% | $504+1440.3% |