Filed August 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 4-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 | $20,206 | $175,202-88.5% | $149,673-86.5% | $139,434-85.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.45% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,346 | $5,474-57.1% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $4,559 | $6,519-30.1% | $5,680-19.7% | $6,710-32.1% |
| Admin fee / account holder | $444 | $16,150-97.3% | $13,210-96.6% | $11,403-96.1% |