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 | $164,536 | $148,978+10.4% | $200,582-18.0% | $84,808+94.0% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 15.73% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,963 | $4,815+23.8% | $6,419-7.1% | $2,631+126.7% |
| Participant deferral / active EE | $7,668 | $7,142+7.4% | $9,331-17.8% | $4,212+82.1% |
| Admin fee / account holder | $8,986 | $13,977-35.7% | $16,305-44.9% | $7,344+22.4% |