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 | $24,358 | $54,762-55.5% | $90,281-73.0% | $72,985-66.6% |
| Participation rate | 86.7% | 65.1%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 26.99% | 30.63%-3.6pp | 78.10%-51.1pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,010 | $2,092-3.9% | $2,854-29.6% | $2,440-17.6% |
| Participant deferral / active EE | $4,707 | $2,887+63.0% | $3,885+21.1% | $3,607+30.5% |
| Admin fee / account holder | $1,042 | $3,972-73.8% | $5,351-80.5% | $5,124-79.7% |