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 | $36,772 | $60,124-38.8% | $90,404-59.3% | $79,858-54.0% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 19.12% | 71.94%-52.8pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,540 | $2,068+22.8% | $3,262-22.1% | $2,471+2.8% |
| Participant deferral / active EE | $5,779 | $2,938+96.7% | $3,963+45.8% | $3,740+54.5% |
| Admin fee / account holder | $868 | $3,976-78.2% | $5,611-84.5% | $5,306-83.6% |