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 | $105,851 | $185,822-43.0% | $169,993-37.7% | $139,434-24.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.40% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,323 | $7,590-56.2% | $6,785-51.0% | $4,751-30.1% |
| Participant deferral / active EE | $6,182 | $11,622-46.8% | $10,408-40.6% | $6,710-7.9% |
| Admin fee / account holder | $11,658 | $15,381-24.2% | $12,815-9.0% | $11,403+2.2% |