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 | $129,946 | $54,350+139.1% | $82,719+57.1% | $68,494+89.7% |
| Participation rate | 96.4% | 63.9%+32.4pp | 72.6%+23.8pp | 67.9%+28.5pp |
| Annual return | -17.86% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,555 | $2,218+60.3% | $3,009+18.2% | $2,596+36.9% |
| Participant deferral / active EE | $3,827 | $3,246+17.9% | $4,395-12.9% | $4,027-5.0% |
| Admin fee / account holder | $3,993 | $4,395-9.1% | $5,329-25.1% | $5,403-26.1% |