Filed November 7, 2024 (most recent of 3 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 | $73,916 | $110,094-32.9% | $151,611-51.2% | $68,494+7.9% |
| Participation rate | 72.0% | 84.0%-11.9pp | 87.5%-15.5pp | 67.9%+4.2pp |
| Annual return | -13.48% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,548 | $4,471-43.0% | $6,166-58.7% | $2,596-1.9% |
| Participant deferral / active EE | $5,371 | $6,527-17.7% | $8,363-35.8% | $4,027+33.4% |
| Admin fee / account holder | $1,613 | $7,719-79.1% | $11,616-86.1% | $5,403-70.1% |