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 | $117,497 | $54,350+116.2% | $82,719+42.0% | $68,494+71.5% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | 8.10% | -13.67%+21.8pp | 701.18%-693.1pp | -7.84%+15.9pp |
| Employer contribution / active EE | $6,985 | $2,218+214.9% | $3,009+132.1% | $2,596+169.0% |
| Participant deferral / active EE | $6,956 | $3,246+114.3% | $4,395+58.3% | $4,027+72.7% |
| Admin fee / account holder | $4,664 | $4,395+6.1% | $5,329-12.5% | $5,403-13.7% |