Filed February 26, 2024 (most recent of 3 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 | $153,459 | $49,177+212.1% | $79,464+93.1% | $64,186+139.1% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.6pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,504 | $2,076+213.2% | $2,800+132.2% | $2,381+173.2% |
| Participant deferral / active EE | $6,539 | $2,821+131.8% | $3,704+76.5% | $3,470+88.5% |
| Admin fee / account holder | $17,285 | $3,839+350.3% | $5,113+238.1% | $4,888+253.6% |