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 | $111,969 | $100,852+11.0% | $90,404+23.9% | $158,922-29.5% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.2pp | 82.0%+13.9pp |
| Annual return | 13.67% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $8,737 | $3,689+136.9% | $3,262+167.8% | $4,761+83.5% |
| Participant deferral / active EE | $5,334 | $4,348+22.7% | $3,963+34.6% | $5,982-10.8% |
| Admin fee / account holder | $18,453 | $6,501+183.8% | $5,611+228.9% | $11,246+64.1% |