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 | $68,658 | $86,929-21.0% | $102,423-33.0% | $80,856-15.1% |
| Participation rate | 77.9% | 72.4%+5.5pp | 76.5%+1.4pp | 67.6%+10.3pp |
| Annual return | 13.88% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,589 | $2,369-33.0% | $3,023-47.5% | $2,755-42.3% |
| Participant deferral / active EE | $4,687 | $4,118+13.8% | $5,053-7.2% | $4,296+9.1% |
| Admin fee / account holder | $14,165 | $8,049+76.0% | $9,451+49.9% | $6,918+104.7% |