Filed May 13, 2025 (most recent of 3 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 | $196,564 | $43,327+353.7% | $59,878+228.3% | $64,186+206.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.38% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $6,412 | $2,028+216.1% | $2,722+135.6% | $2,381+169.3% |
| Participant deferral / active EE | $8,793 | $2,546+245.4% | $3,402+158.5% | $3,470+153.4% |
| Admin fee / account holder | $3,472 | $3,005+15.6% | $3,590-3.3% | $4,888-29.0% |