Filed March 19, 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 | $86,987 | $49,177+76.9% | $79,464+9.5% | $64,186+35.5% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | 118.52% | -1.16%+119.7pp | 718.14%-599.6pp | 7.63%+110.9pp |
| Employer contribution / active EE | $13,095 | $2,076+530.7% | $2,800+367.6% | $2,381+450.0% |
| Participant deferral / active EE | $5,013 | $2,821+77.7% | $3,704+35.3% | $3,470+44.5% |
| Admin fee / account holder | $546 | $3,839-85.8% | $5,113-89.3% | $4,888-88.8% |