Filed August 26, 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 | $40,937 | $125,758-67.4% | $169,993-75.9% | $75,163-45.5% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.0%+2.5pp | 67.2%+22.3pp |
| Annual return | 15.61% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,708 | $4,615-63.0% | $6,785-74.8% | $2,670-36.0% |
| Participant deferral / active EE | $5,089 | $6,837-25.6% | $10,408-51.1% | $4,125+23.4% |
| Admin fee / account holder | $2,017 | $8,173-75.3% | $12,815-84.3% | $5,651-64.3% |