Filed June 11, 2024 (most recent of 2 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 | $15,107 | $102,966-85.3% | $90,281-83.3% | $152,861-90.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 18.64% | 95.16%-76.5pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,368 | $3,139-56.4% | $2,854-52.1% | $4,762-71.3% |
| Participant deferral / active EE | $2,731 | $4,281-36.2% | $3,885-29.7% | $5,850-53.3% |
| Admin fee / account holder | $787 | $6,171-87.3% | $5,351-85.3% | $11,596-93.2% |