Filed May 7, 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 | $112,009 | $137,414-18.5% | $189,513-40.9% | $85,850+30.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 12.91% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,910 | $4,344-33.0% | $6,162-52.8% | $2,565+13.4% |
| Participant deferral / active EE | $4,218 | $6,260-32.6% | $8,221-48.7% | $3,952+6.7% |
| Admin fee / account holder | $8,863 | $8,630+2.7% | $12,045-26.4% | $6,260+41.6% |