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 | $205,677 | $57,281+259.1% | $86,612+137.5% | $75,163+173.6% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 20.68% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $15,737 | $2,314+579.9% | $3,022+420.7% | $2,670+489.4% |
| Participant deferral / active EE | $15,656 | $3,318+371.9% | $4,438+252.8% | $4,125+279.5% |
| Admin fee / account holder | $4,268 | $4,112+3.8% | $5,614-24.0% | $5,651-24.5% |