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 | $84,322 | $90,600-6.9% | $79,464+6.1% | $135,375-37.7% |
| Participation rate | 82.6% | 76.0%+6.6pp | 73.3%+9.3pp | 82.6%0pp |
| Annual return | 12.04% | 977.43%-965.4pp | 718.14%-706.1pp | 519.73%-507.7pp |
| Employer contribution / active EE | $4,436 | $3,068+44.6% | $2,800+58.4% | $4,779-7.2% |
| Participant deferral / active EE | $4,561 | $4,050+12.6% | $3,704+23.1% | $5,609-18.7% |
| Admin fee / account holder | $2,956 | $5,907-49.9% | $5,113-42.2% | $10,827-72.7% |