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 | $183,914 | $54,350+238.4% | $82,719+122.3% | $68,494+168.5% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -15.84% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,447 | $2,218+100.5% | $3,009+47.8% | $2,596+71.3% |
| Participant deferral / active EE | $8,136 | $3,246+150.7% | $4,395+85.1% | $4,027+102.0% |
| Admin fee / account holder | $24,046 | $4,395+447.1% | $5,329+351.2% | $5,403+345.1% |