Filed December 13, 2024 (most recent of 3 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 | $55,625 | $109,359-49.1% | $162,163-65.7% | $72,985-23.8% |
| Participation rate | 93.0% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.5pp |
| Annual return | 21.65% | 25.46%-3.8pp | 115.59%-93.9pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,472 | $3,907-62.3% | $5,614-73.8% | $2,440-39.7% |
| Participant deferral / active EE | $2,964 | $5,481-45.9% | $7,298-59.4% | $3,607-17.8% |
| Admin fee / account holder | $4,899 | $7,972-38.5% | $10,843-54.8% | $5,124-4.4% |