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 | $81,105 | $110,094-26.3% | $151,611-46.5% | $68,494+18.4% |
| Participation rate | 91.4% | 84.0%+7.5pp | 87.5%+3.9pp | 67.9%+23.5pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,601 | $4,471-64.2% | $6,166-74.0% | $2,596-38.3% |
| Participant deferral / active EE | $6,381 | $6,527-2.2% | $8,363-23.7% | $4,027+58.4% |
| Admin fee / account holder | $13,680 | $7,719+77.2% | $11,616+17.8% | $5,403+153.2% |