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 | $92,434 | $167,484-44.8% | $151,611-39.0% | $134,475-31.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.76% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $7,468 | $6,829+9.4% | $6,166+21.1% | $4,740+57.6% |
| Participant deferral / active EE | $10,871 | $8,986+21.0% | $8,363+30.0% | $6,400+69.9% |
| Admin fee / account holder | $1,266 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |