Filed May 21, 2024 (most recent of 4 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 | $238,274 | $135,952+75.3% | $123,892+92.3% | $273,961-13.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.78% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $14,419 | $5,170+178.9% | $4,617+212.3% | $4,869+196.2% |
| Participant deferral / active EE | $8,326 | $6,343+31.3% | $5,984+39.1% | $5,287+57.5% |
| Admin fee / account holder | $1,489 | $9,817-84.8% | $8,357-82.2% | $10,132-85.3% |