Filed October 9, 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 | $159,118 | $106,749+49.1% | $145,433+9.4% | $82,448+93.0% |
| Participation rate | 95.4% | 75.6%+19.7pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 21.20% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $21,668 | $3,444+529.1% | $4,554+375.8% | $2,551+749.4% |
| Participant deferral / active EE | $8,315 | $6,519+27.6% | $7,897+5.3% | $4,139+100.9% |
| Admin fee / account holder | $2,895 | $8,390-65.5% | $13,129-78.0% | $7,234-60.0% |