Filed October 10, 2024 (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 | $71,780 | $72,177-0.5% | $115,037-37.6% | $59,632+20.4% |
| Participation rate | 79.7% | 72.6%+7.1pp | 81.4%-1.7pp | 68.7%+11.0pp |
| Annual return | 4.14% | 12.02%-7.9pp | 26.14%-22.0pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $1,032 | $2,841-63.7% | $4,608-77.6% | $2,203-53.2% |
| Participant deferral / active EE | $5,297 | $4,783+10.7% | $6,026-12.1% | $3,192+66.0% |
| Admin fee / account holder | $3,082 | $4,927-37.5% | $8,175-62.3% | $4,297-28.3% |