Filed October 30, 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 | $161,052 | $167,484-3.8% | $151,611+6.2% | $134,475+19.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.46% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $7,652 | $6,829+12.1% | $6,166+24.1% | $4,740+61.4% |
| Participant deferral / active EE | $8,933 | $8,986-0.6% | $8,363+6.8% | $6,400+39.6% |
| Admin fee / account holder | $95,740 | $13,783+594.6% | $11,616+724.2% | $11,426+737.9% |