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 | $228,616 | $109,359+109.1% | $162,163+41.0% | $72,985+213.2% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 20.56% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,324 | $3,907+87.4% | $5,614+30.5% | $2,440+200.2% |
| Participant deferral / active EE | $8,542 | $5,481+55.8% | $7,298+17.0% | $3,607+136.8% |
| Admin fee / account holder | $7,574 | $7,972-5.0% | $10,843-30.1% | $5,124+47.8% |