Filed June 7, 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 | $106,434 | $100,041+6.4% | $149,718-28.9% | $70,131+51.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.57% | 27.43%-11.9pp | 1501.63%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,385 | $3,662+19.8% | $5,445-19.5% | $2,342+87.2% |
| Participant deferral / active EE | $5,127 | $4,983+2.9% | $6,569-22.0% | $3,332+53.9% |
| Admin fee / account holder | $3,976 | $8,286-52.0% | $11,283-64.8% | $4,645-14.4% |