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 | $113,053 | $87,013+29.9% | $106,213+6.4% | $80,856+39.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.67% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,107 | $2,395+155.0% | $3,171+92.6% | $2,755+121.7% |
| Participant deferral / active EE | $13,618 | $3,986+241.7% | $5,016+171.5% | $4,296+217.0% |
| Admin fee / account holder | $7,848 | $8,431-6.9% | $11,033-28.9% | $6,918+13.4% |