Filed February 14, 2024 (most recent of 4 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 | $140,682 | $183,519-23.3% | $155,509-9.5% | $145,922-3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $8,970 | $5,313+68.8% | $4,672+92.0% | $4,660+92.5% |
| Participant deferral / active EE | $6,981 | $6,462+8.0% | $5,626+24.1% | $6,688+4.4% |
| Admin fee / account holder | $3,552 | $19,313-81.6% | $15,912-77.7% | $13,397-73.5% |