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 | $210,220 | $54,762+283.9% | $90,281+132.8% | $72,985+188.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.89% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,987 | $2,092+138.3% | $2,854+74.7% | $2,440+104.4% |
| Participant deferral / active EE | $8,676 | $2,887+200.5% | $3,885+123.3% | $3,607+140.5% |
| Admin fee / account holder | $19,811 | $3,972+398.8% | $5,351+270.2% | $5,124+286.6% |