Filed August 6, 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 | $136,689 | $160,055-14.6% | $140,016-2.4% | $135,375+1.0% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | 0.02% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,868 | $6,420-24.2% | $5,606-13.2% | $4,779+1.9% |
| Participant deferral / active EE | $5,720 | $7,642-25.1% | $6,927-17.4% | $5,609+2.0% |
| Admin fee / account holder | $27,116 | $13,328+103.4% | $10,705+153.3% | $10,827+150.4% |