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 | $106,532 | $138,347-23.0% | $184,203-42.2% | $80,856+31.8% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 27.41% | 20.02%+7.4pp | 28.81%-1.4pp | 35.59%-8.2pp |
| Employer contribution / active EE | $4,888 | $4,850+0.8% | $6,427-23.9% | $2,755+77.5% |
| Participant deferral / active EE | $5,695 | $7,071-19.5% | $9,131-37.6% | $4,296+32.6% |
| Admin fee / account holder | $10,975 | $10,483+4.7% | $13,901-21.0% | $6,918+58.6% |