Filed March 25, 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 9-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 | $20,693 | $45,152-54.2% | $73,843-72.0% | $59,632-65.3% |
| Participation rate | 90.4% | 64.0%+26.4pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | -0.50% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,426 | $1,902-25.0% | $2,787-48.8% | $2,203-35.3% |
| Participant deferral / active EE | $4,628 | $2,574+79.8% | $3,583+29.2% | $3,192+45.0% |
| Admin fee / account holder | $1,424 | $3,516-59.5% | $4,880-70.8% | $4,297-66.9% |