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 | $142,252 | $60,124+136.6% | $90,404+57.4% | $79,858+78.1% |
| Participation rate | 85.1% | 65.0%+20.1pp | 72.7%+12.4pp | 69.6%+15.5pp |
| Annual return | 16.17% | 71.94%-55.8pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,528 | $2,068+70.6% | $3,262+8.2% | $2,471+42.8% |
| Participant deferral / active EE | $3,655 | $2,938+24.4% | $3,963-7.8% | $3,740-2.3% |
| Admin fee / account holder | $7,222 | $3,976+81.6% | $5,611+28.7% | $5,306+36.1% |