Filed May 17, 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 | $65,314 | $67,606-3.4% | $82,313-20.7% | $70,131-6.9% |
| Participation rate | 81.9% | 72.8%+9.2pp | 76.9%+5.1pp | 69.5%+12.4pp |
| Annual return | 15.54% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,317 | $1,755-25.0% | $2,428-45.8% | $2,342-43.8% |
| Participant deferral / active EE | $4,097 | $2,987+37.2% | $3,706+10.5% | $3,332+23.0% |
| Admin fee / account holder | $11,876 | $4,512+163.2% | $5,608+111.8% | $4,645+155.7% |