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 | $97,469 | $102,317-4.7% | $146,958-33.7% | $80,856+20.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 21.73% | 134.76%-113.0pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $3,612 | $3,713-2.7% | $4,933-26.8% | $2,755+31.1% |
| Participant deferral / active EE | $8,734 | $6,644+31.5% | $8,070+8.2% | $4,296+103.3% |
| Admin fee / account holder | $10,376 | $7,941+30.7% | $12,998-20.2% | $6,918+50.0% |