Filed December 20, 2024 (most recent of 3 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 | $20,314 | $99,020-79.5% | $86,590-76.5% | $147,584-86.2% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 10.07% | 1312.34%-1302.3pp | 964.84%-954.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $958 | $3,132-69.4% | $2,839-66.3% | $4,876-80.4% |
| Participant deferral / active EE | $4,136 | $3,972+4.1% | $3,609+14.6% | $5,439-24.0% |
| Admin fee / account holder | $2,083 | $5,710-63.5% | $4,906-57.5% | $10,885-80.9% |