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 | $129,975 | $201,272-35.4% | $184,203-29.4% | $145,922-10.9% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 11.39% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,624 | $7,022-48.4% | $6,427-43.6% | $4,660-22.2% |
| Participant deferral / active EE | $6,442 | $9,806-34.3% | $9,131-29.4% | $6,688-3.7% |
| Admin fee / account holder | $5,133 | $16,364-68.6% | $13,901-63.1% | $13,397-61.7% |