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 | $145,883 | $185,822-21.5% | $169,993-14.2% | $139,434+4.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 12.70% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $7,058 | $7,590-7.0% | $6,785+4.0% | $4,751+48.6% |
| Participant deferral / active EE | $10,032 | $11,622-13.7% | $10,408-3.6% | $6,710+49.5% |
| Admin fee / account holder | $5,701 | $15,381-62.9% | $12,815-55.5% | $11,403-50.0% |