Filed November 8, 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 8-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 | $14,434 | $49,177-70.6% | $79,464-81.8% | $64,186-77.5% |
| Participation rate | 85.1% | 65.0%+20.1pp | 73.3%+11.8pp | 69.6%+15.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,041 | $2,076-1.7% | $2,800-27.1% | $2,381-14.3% |
| Participant deferral / active EE | $5,190 | $2,821+83.9% | $3,704+40.1% | $3,470+49.6% |
| Admin fee / account holder | $755 | $3,839-80.3% | $5,113-85.2% | $4,888-84.5% |