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 | $241,318 | $94,752+154.7% | $112,887+113.8% | $139,434+73.1% |
| Participation rate | 93.3% | 81.3%+12.1pp | 80.5%+12.8pp | 80.3%+13.0pp |
| Annual return | 18.15% | 40.88%-22.7pp | 34.10%-15.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $14,733 | $4,625+218.5% | $4,563+222.8% | $4,751+210.1% |
| Participant deferral / active EE | $7,132 | $6,512+9.5% | $6,513+9.5% | $6,710+6.3% |
| Admin fee / account holder | $40,988 | $8,527+380.7% | $7,047+481.6% | $11,403+259.5% |