Filed May 20, 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 | $26,962 | $63,346-57.4% | $92,233-70.8% | $70,131-61.6% |
| Participation rate | 92.6% | 68.7%+24.0pp | 76.5%+16.2pp | 69.5%+23.1pp |
| Annual return | 15.57% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $624 | $2,471-74.7% | $3,679-83.0% | $2,342-73.3% |
| Participant deferral / active EE | $4,411 | $2,854+54.6% | $3,897+13.2% | $3,332+32.4% |
| Admin fee / account holder | $804 | $3,840-79.1% | $5,194-84.5% | $4,645-82.7% |