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 | $112,859 | $183,963-38.7% | $162,163-30.4% | $152,861-26.2% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 14.32% | 150.76%-136.4pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,209 | $6,371-18.2% | $5,614-7.2% | $4,762+9.4% |
| Participant deferral / active EE | $6,266 | $8,034-22.0% | $7,298-14.1% | $5,850+7.1% |
| Admin fee / account holder | $56,842 | $13,121+333.2% | $10,843+424.3% | $11,596+390.2% |