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 | $124,077 | $148,978-16.7% | $200,582-38.1% | $84,808+46.3% |
| Participation rate | 98.5% | 84.2%+14.3pp | 86.9%+11.6pp | 68.3%+30.2pp |
| Annual return | 18.45% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,479 | $4,815+34.6% | $6,419+0.9% | $2,631+146.3% |
| Participant deferral / active EE | $6,730 | $7,142-5.8% | $9,331-27.9% | $4,212+59.8% |
| Admin fee / account holder | $18,757 | $13,977+34.2% | $16,305+15.0% | $7,344+155.4% |