Filed July 29, 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 | $110,703 | $45,152+145.2% | $73,843+49.9% | $59,632+85.6% |
| Participation rate | 93.2% | 64.0%+29.2pp | 73.4%+19.7pp | 68.7%+24.5pp |
| Annual return | -1.47% | 27.40%-28.9pp | 2267.84%-2269.3pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,927 | $1,902+53.9% | $2,787+5.0% | $2,203+32.9% |
| Participant deferral / active EE | $2,913 | $2,574+13.2% | $3,583-18.7% | $3,192-8.7% |
| Admin fee / account holder | $7,137 | $3,516+103.0% | $4,880+46.2% | $4,297+66.1% |