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 | $156,716 | $60,124+160.7% | $90,404+73.4% | $79,858+96.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.34% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $12,622 | $2,068+510.4% | $3,262+286.9% | $2,471+410.8% |
| Participant deferral / active EE | $10,554 | $2,938+259.2% | $3,963+166.3% | $3,740+182.2% |
| Admin fee / account holder | $16,667 | $3,976+319.2% | $5,611+197.1% | $5,306+214.1% |