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 | $223,526 | $49,177+354.5% | $79,464+181.3% | $64,186+248.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $12,973 | $2,076+524.8% | $2,800+363.2% | $2,381+444.9% |
| Participant deferral / active EE | $12,082 | $2,821+328.2% | $3,704+226.2% | $3,470+248.2% |
| Admin fee / account holder | $60,082 | $3,839+1465.1% | $5,113+1075.1% | $4,888+1129.2% |