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 | $234,727 | $65,409+258.9% | $98,442+138.4% | $85,850+173.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 12.55% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $4,546 | $2,168+109.7% | $2,960+53.6% | $2,565+77.2% |
| Participant deferral / active EE | $8,535 | $3,166+169.6% | $4,276+99.6% | $3,952+116.0% |
| Admin fee / account holder | $4,886 | $4,593+6.4% | $5,949-17.9% | $6,260-21.9% |