Filed December 6, 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 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 | $229,854 | $96,965+137.0% | $97,995+134.6% | $147,584+55.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 72.19% | 24.11%+48.1pp | 23.94%+48.3pp | 578.55%-506.4pp |
| Employer contribution / active EE | $14,604 | $4,536+221.9% | $4,158+251.2% | $4,876+199.5% |
| Participant deferral / active EE | $6,052 | $5,081+19.1% | $5,097+18.8% | $5,439+11.3% |
| Admin fee / account holder | $2,077 | $8,120-74.4% | $5,943-65.1% | $10,885-80.9% |