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 | $99,999 | $110,094-9.2% | $151,611-34.0% | $68,494+46.0% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -17.25% | -10.12%-7.1pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,933 | $4,471-34.4% | $6,166-52.4% | $2,596+12.9% |
| Participant deferral / active EE | $5,517 | $6,527-15.5% | $8,363-34.0% | $4,027+37.0% |
| Admin fee / account holder | $517 | $7,719-93.3% | $11,616-95.6% | $5,403-90.4% |