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 | $53,234 | $73,933-28.0% | $96,683-44.9% | $75,163-29.2% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 17.88% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,166 | $2,928+8.1% | $3,737-15.3% | $2,670+18.6% |
| Participant deferral / active EE | $8,570 | $3,659+134.2% | $4,878+75.7% | $4,125+107.7% |
| Admin fee / account holder | $6,563 | $5,216+25.8% | $6,730-2.5% | $5,651+16.1% |