Filed December 27, 2024 (most recent of 3 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 | $212,049 | $95,193+122.8% | $76,523+177.1% | $135,375+56.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.21% | 4.85%-5.1pp | -0.27%+0.1pp | 519.73%-519.9pp |
| Employer contribution / active EE | $12,358 | $3,302+274.2% | $2,647+366.8% | $4,779+158.6% |
| Participant deferral / active EE | $13,607 | $4,639+193.3% | $3,835+254.8% | $5,609+142.6% |
| Admin fee / account holder | $119,135 | $6,249+1806.6% | $4,848+2357.3% | $10,827+1000.3% |