Filed March 19, 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 | $76,112 | $99,341-23.4% | $84,750-10.2% | $273,961-72.2% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 12.66% | 22.93%-10.3pp | 22.78%-10.1pp | 41.45%-28.8pp |
| Employer contribution / active EE | $4,484 | $4,214+6.4% | $3,574+25.5% | $4,869-7.9% |
| Participant deferral / active EE | $7,152 | $4,269+67.5% | $3,712+92.7% | $5,287+35.3% |
| Admin fee / account holder | $1,039 | $6,644-84.4% | $5,332-80.5% | $10,132-89.7% |