Filed May 23, 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 | $94,667 | $179,726-47.3% | $156,263-39.4% | $142,382-33.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,032 | $5,069-0.7% | $4,333+16.1% | $4,299+17.1% |
| Participant deferral / active EE | $3,911 | $6,956-43.8% | $6,158-36.5% | $6,507-39.9% |
| Admin fee / account holder | $21,855 | $17,272+26.5% | $14,255+53.3% | $12,624+73.1% |