Filed May 2, 2024 (most recent of 6 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 | $67,269 | $56,897+18.2% | $84,750-20.6% | $62,891+7.0% |
| Participation rate | 89.8% | 68.5%+21.3pp | 76.6%+13.2pp | 69.3%+20.5pp |
| Annual return | 26.70% | 6.30%+20.4pp | 22.78%+3.9pp | 20.14%+6.6pp |
| Employer contribution / active EE | $3,108 | $2,400+29.5% | $3,574-13.0% | $2,281+36.3% |
| Participant deferral / active EE | $6,300 | $2,709+132.5% | $3,712+69.7% | $3,203+96.7% |
| Admin fee / account holder | $4,951 | $3,581+38.3% | $5,332-7.1% | $4,296+15.3% |