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 | $82,103 | $83,477-1.6% | $125,175-34.4% | $72,985+12.5% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 18.70% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $5,670 | $2,345+141.8% | $3,865+46.7% | $2,440+132.4% |
| Participant deferral / active EE | $5,861 | $3,585+63.5% | $4,937+18.7% | $3,607+62.5% |
| Admin fee / account holder | $19,432 | $5,517+252.2% | $9,702+100.3% | $5,124+279.2% |