Filed November 18, 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 | $85,070 | $72,404+17.5% | $110,238-22.8% | $64,186+32.5% |
| Participation rate | 84.8% | 73.3%+11.4pp | 79.8%+5.0pp | 69.6%+15.2pp |
| Annual return | -6.13% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,978 | $2,282+118.2% | $3,826+30.1% | $2,381+109.1% |
| Participant deferral / active EE | $5,695 | $3,469+64.2% | $4,672+21.9% | $3,470+64.1% |
| Admin fee / account holder | $1,479 | $5,664-73.9% | $8,547-82.7% | $4,888-69.7% |