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 | $239,447 | $114,237+109.6% | $119,258+100.8% | $167,490+43.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.64% | 29.87%-16.2pp | 30.69%-17.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $12,499 | $4,481+178.9% | $4,384+185.1% | $4,837+158.4% |
| Participant deferral / active EE | $8,043 | $6,084+32.2% | $6,111+31.6% | $6,341+26.8% |
| Admin fee / account holder | $93,667 | $8,932+948.6% | $7,226+1196.3% | $12,309+661.0% |