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 | $112,772 | $72,404+55.8% | $110,238+2.3% | $64,186+75.7% |
| Participation rate | 87.7% | 73.3%+14.4pp | 79.8%+7.9pp | 69.6%+18.1pp |
| Annual return | -4.10% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,248 | $2,282+86.2% | $3,826+11.0% | $2,381+78.4% |
| Participant deferral / active EE | $4,641 | $3,469+33.8% | $4,672-0.7% | $3,470+33.8% |
| Admin fee / account holder | $9,345 | $5,664+65.0% | $8,547+9.3% | $4,888+91.2% |