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 | $99,238 | $91,552+8.4% | $133,956-25.9% | $79,858+24.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.21% | 61.85%-42.6pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $6,177 | $2,384+159.1% | $3,919+57.6% | $2,471+150.0% |
| Participant deferral / active EE | $5,604 | $3,733+50.1% | $5,048+11.0% | $3,740+49.8% |
| Admin fee / account holder | $1,200 | $6,321-81.0% | $8,927-86.6% | $5,306-77.4% |