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 | $39,151 | $64,707-39.5% | $112,228-65.1% | $68,494-42.8% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -13.79% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,467 | $2,746+26.3% | $3,635-4.6% | $2,596+33.5% |
| Participant deferral / active EE | $8,811 | $3,565+147.2% | $4,728+86.4% | $4,027+118.8% |
| Admin fee / account holder | $15,136 | $5,232+189.3% | $6,410+136.1% | $5,403+180.2% |