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 | $28,342 | $102,966-72.5% | $90,281-68.6% | $152,861-81.5% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 19.06% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,395 | $3,139-55.6% | $2,854-51.1% | $4,762-70.7% |
| Participant deferral / active EE | $4,600 | $4,281+7.4% | $3,885+18.4% | $5,850-21.4% |
| Admin fee / account holder | $357 | $6,171-94.2% | $5,351-93.3% | $11,596-96.9% |