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 | $192,866 | $214,378-10.0% | $200,582-3.8% | $142,382+35.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.85% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $12,776 | $6,841+86.7% | $6,419+99.0% | $4,299+197.2% |
| Participant deferral / active EE | $11,335 | $9,865+14.9% | $9,331+21.5% | $6,507+74.2% |
| Admin fee / account holder | $535 | $17,692-97.0% | $16,305-96.7% | $12,624-95.8% |