Filed January 16, 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 | $72,197 | $40,256+79.3% | $57,343+25.9% | $59,632+21.1% |
| Participation rate | 98.7% | 69.2%+29.5pp | 75.1%+23.6pp | 68.7%+30.0pp |
| Annual return | 1.79% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,651 | $1,922+38.0% | $2,689-1.4% | $2,203+20.4% |
| Participant deferral / active EE | $4,398 | $2,399+83.3% | $3,162+39.1% | $3,192+37.8% |
| Admin fee / account holder | $6,941 | $2,818+146.3% | $3,356+106.8% | $4,297+61.5% |