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 | $172,045 | $49,177+249.9% | $79,464+116.5% | $64,186+168.0% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -7.11% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,642 | $2,076+123.5% | $2,800+65.7% | $2,381+95.0% |
| Participant deferral / active EE | $8,476 | $2,821+200.4% | $3,704+128.8% | $3,470+144.3% |
| Admin fee / account holder | $19,650 | $3,839+411.9% | $5,113+284.3% | $4,888+302.0% |