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 | $93,983 | $125,758-25.3% | $169,993-44.7% | $75,163+25.0% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 21.82% | 27.20%-5.4pp | 53.37%-31.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,588 | $4,615-65.6% | $6,785-76.6% | $2,670-40.5% |
| Participant deferral / active EE | $6,064 | $6,837-11.3% | $10,408-41.7% | $4,125+47.0% |
| Admin fee / account holder | $4,916 | $8,173-39.9% | $12,815-61.6% | $5,651-13.0% |