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 | $77,884 | $78,422-0.7% | $95,952-18.8% | $79,858-2.5% |
| Participation rate | 79.5% | 73.5%+6.0pp | 77.1%+2.4pp | 69.6%+9.9pp |
| Annual return | 16.93% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,369 | $1,945-29.6% | $2,541-46.1% | $2,471-44.6% |
| Participant deferral / active EE | $4,722 | $3,440+37.3% | $4,167+13.3% | $3,740+26.2% |
| Admin fee / account holder | $2,882 | $5,622-48.7% | $6,795-57.6% | $5,306-45.7% |