Filed December 20, 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 | $196,186 | $100,041+96.1% | $149,718+31.0% | $70,131+179.7% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.4pp |
| Annual return | 17.83% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $6,158 | $3,662+68.2% | $5,445+13.1% | $2,342+162.9% |
| Participant deferral / active EE | $7,551 | $4,983+51.6% | $6,569+15.0% | $3,332+126.7% |
| Admin fee / account holder | $7,086 | $8,286-14.5% | $11,283-37.2% | $4,645+52.5% |