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 | $246,734 | $97,744+152.4% | $103,476+138.4% | $145,922+69.1% |
| Participation rate | 84.2% | 81.1%+3.1pp | 80.5%+3.7pp | 80.3%+3.9pp |
| Annual return | 16.15% | 25.41%-9.3pp | 23.90%-7.8pp | 561.29%-545.1pp |
| Employer contribution / active EE | $14,830 | $4,677+217.1% | $4,672+217.4% | $4,660+218.3% |
| Participant deferral / active EE | $7,037 | $6,603+6.6% | $6,623+6.3% | $6,688+5.2% |
| Admin fee / account holder | $14,046 | $12,515+12.2% | $9,413+49.2% | $13,397+4.8% |