Filed May 22, 2024 (most recent of 3 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 10-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 | $115,908 | $65,409+77.2% | $98,442+17.7% | $85,850+35.0% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.3pp | 69.3%+12.3pp |
| Annual return | 14.75% | 21.76%-7.0pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,311 | $2,168+98.9% | $2,960+45.7% | $2,565+68.1% |
| Participant deferral / active EE | $5,556 | $3,166+75.5% | $4,276+29.9% | $3,952+40.6% |
| Admin fee / account holder | $9,549 | $4,593+107.9% | $5,949+60.5% | $6,260+52.5% |