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 | $196,800 | $94,529+108.2% | $140,016+40.6% | $64,186+206.6% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -4.03% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,840 | $3,812+79.4% | $5,606+22.0% | $2,381+187.3% |
| Participant deferral / active EE | $8,138 | $5,250+55.0% | $6,927+17.5% | $3,470+134.6% |
| Admin fee / account holder | $4,753 | $6,741-29.5% | $10,705-55.6% | $4,888-2.8% |