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 5-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 | $230,146 | $82,664+178.4% | $125,339+83.6% | $68,494+236.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,906 | $3,381+74.7% | $4,814+22.7% | $2,596+127.5% |
| Participant deferral / active EE | $16,222 | $6,110+165.5% | $7,446+117.9% | $4,027+302.8% |
| Admin fee / account holder | $37,920 | $6,275+504.3% | $10,010+278.8% | $5,403+601.9% |