Filed January 22, 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 | $126,539 | $72,492+74.6% | $87,100+45.3% | $72,985+73.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.14% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,840 | $1,894+102.7% | $2,521+52.3% | $2,440+57.4% |
| Participant deferral / active EE | $4,563 | $3,270+39.6% | $4,049+12.7% | $3,607+26.5% |
| Admin fee / account holder | $2,278 | $5,055-54.9% | $7,497-69.6% | $5,124-55.5% |