Filed October 17, 2024 (most recent of 5 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 | $103,930 | $138,347-24.9% | $184,203-43.6% | $80,856+28.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 60.85% | 20.02%+40.8pp | 28.81%+32.0pp | 35.59%+25.3pp |
| Employer contribution / active EE | $4,695 | $4,850-3.2% | $6,427-27.0% | $2,755+70.4% |
| Participant deferral / active EE | $3,543 | $7,071-49.9% | $9,131-61.2% | $4,296-17.5% |
| Admin fee / account holder | $4,476 | $10,483-57.3% | $13,901-67.8% | $6,918-35.3% |