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 | $43,137 | $54,350-20.6% | $82,719-47.9% | $68,494-37.0% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -17.52% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,747 | $2,218+23.8% | $3,009-8.7% | $2,596+5.8% |
| Participant deferral / active EE | $6,703 | $3,246+106.5% | $4,395+52.5% | $4,027+66.5% |
| Admin fee / account holder | $2,378 | $4,395-45.9% | $5,329-55.4% | $5,403-56.0% |