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 | $77,830 | $201,272-61.3% | $184,203-57.7% | $145,922-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 29.00%-3.2pp | 28.81%-3.1pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,731 | $7,022-61.1% | $6,427-57.5% | $4,660-41.4% |
| Participant deferral / active EE | $4,631 | $9,806-52.8% | $9,131-49.3% | $6,688-30.8% |
| Admin fee / account holder | $1,028 | $16,364-93.7% | $13,901-92.6% | $13,397-92.3% |