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 | $57,366 | $81,208-29.4% | $98,907-42.0% | $79,858-28.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.10% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,381 | $1,960+123.5% | $2,689+62.9% | $2,471+77.3% |
| Participant deferral / active EE | $8,749 | $3,265+168.0% | $4,244+106.1% | $3,740+133.9% |
| Admin fee / account holder | $7,958 | $6,013+32.4% | $6,642+19.8% | $5,306+50.0% |