Filed December 26, 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 | $56,848 | $93,571-39.2% | $135,903-58.2% | $75,163-24.4% |
| Participation rate | 70.3% | 75.2%-4.9pp | 81.9%-11.6pp | 67.2%+3.1pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,478 | $3,537-29.9% | $4,856-49.0% | $2,670-7.2% |
| Participant deferral / active EE | $3,081 | $6,404-51.9% | $7,758-60.3% | $4,125-25.3% |
| Admin fee / account holder | $1,343 | $6,975-80.7% | $10,762-87.5% | $5,651-76.2% |