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 | $166,727 | $54,350+206.8% | $82,719+101.6% | $68,494+143.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.67% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $16,049 | $2,218+623.5% | $3,009+433.4% | $2,596+518.1% |
| Participant deferral / active EE | $13,784 | $3,246+324.6% | $4,395+213.6% | $4,027+242.3% |
| Admin fee / account holder | $11,888 | $4,395+170.5% | $5,329+123.1% | $5,403+120.0% |