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 | $131,272 | $83,477+57.3% | $125,175+4.9% | $72,985+79.9% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.5%+18.5pp |
| Annual return | 23.93% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $4,730 | $2,345+101.7% | $3,865+22.4% | $2,440+93.9% |
| Participant deferral / active EE | $6,148 | $3,585+71.5% | $4,937+24.5% | $3,607+70.4% |
| Admin fee / account holder | $9,708 | $5,517+76.0% | $9,702+0.1% | $5,124+89.4% |