Filed October 11, 2024 (most recent of 2 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 | $96,397 | $137,414-29.8% | $189,513-49.1% | $85,850+12.3% |
| Participation rate | 94.7% | 84.6%+10.1pp | 87.8%+6.9pp | 69.3%+25.4pp |
| Annual return | 15.00% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,389 | $4,344-68.0% | $6,162-77.5% | $2,565-45.9% |
| Participant deferral / active EE | $5,576 | $6,260-10.9% | $8,221-32.2% | $3,952+41.1% |
| Admin fee / account holder | $12,223 | $8,630+41.6% | $12,045+1.5% | $6,260+95.3% |