Plan Ledger DOL Form 5500 · updated monthly

Accolade, Inc.401(k)

ACCOLADE, INC. 401(K) PLAN · PLYMOUTH MEETING, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Accolade, Inc. reported $40,668 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,731 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 458th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,465th of 11,654 in professional & technical services. In 2024, employees put in $3.78 for every $1.00 the employer contributed; active participation has shrunk from 2,222 to 1,810 since 2022.

Plan summary
Net assets, end of year$103,175,996
Participants with balances2,371
Active participants1,810
Employer contributions$3,133,567
Employee contributions$11,841,573
Employer contribution per active participant$1,731
Average account balance$43,516
Benefits paid to participants$10,846,008
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.2M · 2,371 accts · $3.1M emplr
2023$84.4M · 2,373 accts · $2.7M emplr
2022$65.2M · 2,363 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,671
Investment management$4,997
Total administrative$40,668
The Accolade, Inc. 401(k) match · 2024
Employer contribution per active participant$1,731
Median for plans this size$3,635
2024$1,731 per active participant
2023$1,345 per active participant
2022$1,306 per active participant

Accolade, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,671

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$40,668 · 0.04%
2023$37,145 · 0.05%
2022$45,167 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Signant Health Global LLC PA$107.8M · 0.16%
Urban Engineers, Inc. PA$107.4M · 0.11%
McNees Wallace & Nurick LLC PA$105.5M · 0.10%
Conrad M. Siegel, Inc. PA$103.2M · 0.01%
Fullsight, LLC PA$94.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010969591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.