Filed February 13, 2024 (most recent of 4 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 | $67,781 | $77,634-12.7% | $156,549-56.7% | $62,891+7.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.47% | 50.32%-43.8pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,576 | $3,444+32.9% | $5,501-16.8% | $2,281+100.6% |
| Participant deferral / active EE | $4,966 | $3,045+63.1% | $4,871+2.0% | $3,203+55.1% |
| Admin fee / account holder | $2,738 | $5,561-50.8% | $13,027-79.0% | $4,296-36.3% |