Filed November 21, 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 9-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 | $46,592 | $167,484-72.2% | $151,611-69.3% | $134,475-65.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.29% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,320 | $6,829-66.0% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $4,283 | $8,986-52.3% | $8,363-48.8% | $6,400-33.1% |
| Admin fee / account holder | $396 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |