Filed May 29, 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 | $108,197 | $148,978-27.4% | $200,582-46.1% | $84,808+27.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.26% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,221 | $4,815+50.0% | $6,419+12.5% | $2,631+174.4% |
| Participant deferral / active EE | $3,985 | $7,142-44.2% | $9,331-57.3% | $4,212-5.4% |
| Admin fee / account holder | $21,500 | $13,977+53.8% | $16,305+31.9% | $7,344+192.8% |