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 | $54,808 | $138,347-60.4% | $184,203-70.2% | $80,856-32.2% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 16.45% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,067 | $4,850-57.4% | $6,427-67.8% | $2,755-25.0% |
| Participant deferral / active EE | $4,502 | $7,071-36.3% | $9,131-50.7% | $4,296+4.8% |
| Admin fee / account holder | $2,421 | $10,483-76.9% | $13,901-82.6% | $6,918-65.0% |