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 | $43,478 | $125,758-65.4% | $169,993-74.4% | $75,163-42.2% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 18.14% | 27.20%-9.1pp | 53.37%-35.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,866 | $4,615-59.6% | $6,785-72.5% | $2,670-30.1% |
| Participant deferral / active EE | $3,921 | $6,837-42.7% | $10,408-62.3% | $4,125-5.0% |
| Admin fee / account holder | $3,131 | $8,173-61.7% | $12,815-75.6% | $5,651-44.6% |