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 | $58,641 | $57,281+2.4% | $86,612-32.3% | $75,163-22.0% |
| Participation rate | 82.6% | 63.2%+19.4pp | 71.7%+10.9pp | 67.2%+15.4pp |
| Annual return | 20.02% | 2670.75%-2650.7pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,702 | $2,314+16.7% | $3,022-10.6% | $2,670+1.2% |
| Participant deferral / active EE | $7,172 | $3,318+116.2% | $4,438+61.6% | $4,125+73.9% |
| Admin fee / account holder | $2,787 | $4,112-32.2% | $5,614-50.4% | $5,651-50.7% |