Filed December 23, 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 10-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 | $66,486 | $99,020-32.9% | $86,590-23.2% | $147,584-55.0% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 18.87% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $6,223 | $3,132+98.7% | $2,839+119.2% | $4,876+27.6% |
| Participant deferral / active EE | $4,224 | $3,972+6.3% | $3,609+17.1% | $5,439-22.3% |
| Admin fee / account holder | $17,133 | $5,710+200.0% | $4,906+249.2% | $10,885+57.4% |