Filed June 4, 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 9-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 | $44,126 | $76,367-42.2% | $93,606-52.9% | $72,985-39.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.68% | 25.82%-7.1pp | 32.76%-14.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $4,282 | $2,275+88.2% | $2,718+57.5% | $2,440+75.5% |
| Participant deferral / active EE | $8,008 | $3,538+126.3% | $4,069+96.8% | $3,607+122.0% |
| Admin fee / account holder | $6,802 | $6,838-0.5% | $7,888-13.8% | $5,124+32.7% |