Filed November 13, 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 | $103,351 | $109,881-5.9% | $150,045-31.1% | $84,808+21.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.06% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,361 | $3,561+106.7% | $4,693+56.8% | $2,631+179.8% |
| Participant deferral / active EE | $7,802 | $6,636+17.6% | $7,997-2.4% | $4,212+85.3% |
| Admin fee / account holder | $3,455 | $8,568-59.7% | $13,435-74.3% | $7,344-52.9% |