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 | $209,224 | $57,281+265.3% | $86,612+141.6% | $75,163+178.4% |
| Participation rate | 85.3% | 63.2%+22.1pp | 71.7%+13.6pp | 67.2%+18.1pp |
| Annual return | 16.95% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,349 | $2,314+87.9% | $3,022+43.9% | $2,670+62.9% |
| Participant deferral / active EE | $8,091 | $3,318+143.9% | $4,438+82.3% | $4,125+96.1% |
| Admin fee / account holder | $1,595 | $4,112-61.2% | $5,614-71.6% | $5,651-71.8% |