Filed May 1, 2024 (most recent of 3 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 | $63,454 | $82,664-23.2% | $125,339-49.4% | $68,494-7.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.73% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,335 | $3,381-1.4% | $4,814-30.7% | $2,596+28.4% |
| Participant deferral / active EE | $7,426 | $6,110+21.5% | $7,446-0.3% | $4,027+84.4% |
| Admin fee / account holder | $8,130 | $6,275+29.5% | $10,010-18.8% | $5,403+50.5% |