Filed May 14, 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 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 | $237,670 | $48,076+394.4% | $78,689+202.0% | $62,891+277.9% |
| Participation rate | 92.3% | 65.2%+27.1pp | 73.6%+18.7pp | 69.3%+23.0pp |
| Annual return | 9.27% | 31.35%-22.1pp | 62.18%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $12,025 | $2,015+496.9% | $2,851+321.9% | $2,281+427.2% |
| Participant deferral / active EE | $11,307 | $2,588+337.0% | $3,517+221.5% | $3,203+253.0% |
| Admin fee / account holder | $11,335 | $3,207+253.4% | $4,510+151.3% | $4,296+163.9% |