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 | $161,906 | $201,272-19.6% | $184,203-12.1% | $145,922+11.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.50% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,583 | $7,022-20.5% | $6,427-13.1% | $4,660+19.8% |
| Participant deferral / active EE | $6,010 | $9,806-38.7% | $9,131-34.2% | $6,688-10.1% |
| Admin fee / account holder | $17,888 | $16,364+9.3% | $13,901+28.7% | $13,397+33.5% |