Filed November 21, 2024 (most recent of 4 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 10-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 | $150,991 | $45,152+234.4% | $73,843+104.5% | $59,632+153.2% |
| Participation rate | 89.3% | 64.0%+25.3pp | 73.4%+15.8pp | 68.7%+20.6pp |
| Annual return | -1.01% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,329 | $1,902+127.6% | $2,787+55.3% | $2,203+96.5% |
| Participant deferral / active EE | $7,447 | $2,574+189.3% | $3,583+107.8% | $3,192+133.3% |
| Admin fee / account holder | $7,528 | $3,516+114.1% | $4,880+54.3% | $4,297+75.2% |