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 | $131,104 | $94,625+38.6% | $116,228+12.8% | $84,808+54.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.65% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,231 | $2,347+165.5% | $2,994+108.1% | $2,631+136.8% |
| Participant deferral / active EE | $14,963 | $3,972+276.7% | $4,953+202.1% | $4,212+255.3% |
| Admin fee / account holder | $17,715 | $10,091+75.5% | $11,989+47.8% | $7,344+141.2% |