Filed December 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 | $85,862 | $53,516+60.4% | $126,539-32.1% | $84,808+1.2% |
| Participation rate | 88.7% | 58.2%+30.4pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 15.76% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,921 | $1,535+155.5% | $3,674+6.7% | $2,631+49.0% |
| Participant deferral / active EE | $4,429 | $2,671+65.9% | $4,083+8.5% | $4,212+5.2% |
| Admin fee / account holder | $2,795 | $4,497-37.8% | $6,065-53.9% | $7,344-61.9% |