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 | $55,379 | $123,793-55.3% | $177,821-68.9% | $79,858-30.7% |
| Participation rate | 87.2% | 84.7%+2.5pp | 87.7%-0.5pp | 69.6%+17.5pp |
| Annual return | 13.06% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,163 | $4,095-47.2% | $5,918-63.5% | $2,471-12.5% |
| Participant deferral / active EE | $4,374 | $5,956-26.6% | $7,714-43.3% | $3,740+16.9% |
| Admin fee / account holder | $15,692 | $7,243+116.7% | $12,427+26.3% | $5,306+195.7% |