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 | $25,730 | $57,354-55.1% | $83,848-69.3% | $64,186-59.9% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | 4.09% | 11.38%-7.3pp | 850.88%-846.8pp | 7.63%-3.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,274 | $2,993+76.2% | $4,082+29.2% | $3,470+52.0% |
| Admin fee / account holder | $4,171 | $4,046+3.1% | $5,478-23.9% | $4,888-14.7% |