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 | $74,138 | $122,239-39.4% | $184,203-59.8% | $74,495-0.5% |
| Participation rate | 87.9% | 85.5%+2.4pp | 86.8%+1.0pp | 67.2%+20.7pp |
| Annual return | 12.93% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,738 | $4,537-39.7% | $6,427-57.4% | $2,623+4.4% |
| Participant deferral / active EE | $4,965 | $7,139-30.4% | $9,131-45.6% | $4,346+14.3% |
| Admin fee / account holder | $7,097 | $1,260+463.4% | $13,901-48.9% | $1,942+265.5% |