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 9-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 | $77,873 | $125,758-38.1% | $169,993-54.2% | $75,163+3.6% |
| Participation rate | 98.6% | 83.6%+15.1pp | 87.0%+11.6pp | 67.2%+31.5pp |
| Annual return | 16.74% | 27.20%-10.5pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,761 | $4,615+3.2% | $6,785-29.8% | $2,670+78.3% |
| Participant deferral / active EE | $5,452 | $6,837-20.3% | $10,408-47.6% | $4,125+32.2% |
| Admin fee / account holder | $4,597 | $8,173-43.8% | $12,815-64.1% | $5,651-18.7% |