Filed April 12, 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 | $58,188 | $37,426+55.5% | $77,482-24.9% | $79,858-27.1% |
| Participation rate | 86.8% | 41.5%+45.3pp | 54.2%+32.6pp | 69.6%+17.2pp |
| Annual return | 10.58% | 39.70%-29.1pp | 54.79%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,608 | $637+309.7% | $986+164.4% | $2,471+5.6% |
| Participant deferral / active EE | $6,600 | $1,260+423.8% | $1,861+254.6% | $3,740+76.5% |
| Admin fee / account holder | $13,800 | $2,504+451.1% | $2,858+382.9% | $5,306+160.1% |