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 | $212,682 | $60,124+253.7% | $90,404+135.3% | $79,858+166.3% |
| Participation rate | 91.1% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.5pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,671 | $2,068+319.4% | $3,262+165.8% | $2,471+250.9% |
| Participant deferral / active EE | $7,456 | $2,938+153.8% | $3,963+88.1% | $3,740+99.4% |
| Admin fee / account holder | $10,834 | $3,976+172.5% | $5,611+93.1% | $5,306+104.2% |