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 | $170,433 | $185,822-8.3% | $169,993+0.3% | $139,434+22.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 14.43% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,951 | $7,590-21.6% | $6,785-12.3% | $4,751+25.3% |
| Participant deferral / active EE | $6,753 | $11,622-41.9% | $10,408-35.1% | $6,710+0.6% |
| Admin fee / account holder | $12,858 | $15,381-16.4% | $12,815+0.3% | $11,403+12.8% |