Filed November 5, 2024 (most recent of 2 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 3-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 | $37,388 | $82,032-54.4% | $123,104-69.6% | $59,632-37.3% |
| Participation rate | 75.7% | 83.2%-7.5pp | 86.8%-11.1pp | 68.7%+7.0pp |
| Annual return | -1.73% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $4,729 | $3,297+43.4% | $5,151-8.2% | $2,203+114.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,558 | $5,881+11.5% | $9,015-27.2% | $4,297+52.6% |