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 | $138,187 | $109,359+26.4% | $162,163-14.8% | $72,985+89.3% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 19.78% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,198 | $3,907+33.0% | $5,614-7.4% | $2,440+113.0% |
| Participant deferral / active EE | $6,316 | $5,481+15.2% | $7,298-13.5% | $3,607+75.1% |
| Admin fee / account holder | $1,371 | $7,972-82.8% | $10,843-87.4% | $5,124-73.3% |