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 | $74,058 | $73,004+1.4% | $90,749-18.4% | $68,494+8.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,366 | $2,193+99.1% | $2,921+49.5% | $2,596+68.2% |
| Participant deferral / active EE | $11,898 | $3,627+228.1% | $4,564+160.7% | $4,027+195.4% |
| Admin fee / account holder | $4,367 | $5,896-25.9% | $8,445-48.3% | $5,403-19.2% |