Filed November 20, 2024 (most recent of 7 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 7-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 | $102,227 | $65,703+55.6% | $94,224+8.5% | $59,632+71.4% |
| Participation rate | 85.7% | 72.1%+13.6pp | 78.8%+6.9pp | 68.7%+17.0pp |
| Annual return | 1.64% | 5.22%-3.6pp | 10.68%-9.0pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $5,843 | $2,021+189.2% | $3,587+62.9% | $2,203+165.3% |
| Participant deferral / active EE | $5,524 | $3,143+75.8% | $4,320+27.9% | $3,192+73.1% |
| Admin fee / account holder | $19,392 | $4,264+354.8% | $6,269+209.3% | $4,297+351.3% |