Filed February 27, 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 | $111,830 | $49,177+127.4% | $79,464+40.7% | $64,186+74.2% |
| Participation rate | 96.7% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.1pp |
| Annual return | -3.70% | -1.16%-2.5pp | 718.14%-721.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $12,940 | $2,076+523.2% | $2,800+362.1% | $2,381+443.5% |
| Participant deferral / active EE | $8,754 | $2,821+210.3% | $3,704+136.3% | $3,470+152.3% |
| Admin fee / account holder | $31,627 | $3,839+723.9% | $5,113+518.6% | $4,888+547.0% |