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 | $168,120 | $54,350+209.3% | $82,719+103.2% | $68,494+145.5% |
| Participation rate | 85.4% | 63.9%+21.5pp | 72.6%+12.8pp | 67.9%+17.5pp |
| Annual return | -18.29% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $9,662 | $2,218+335.6% | $3,009+221.1% | $2,596+272.2% |
| Participant deferral / active EE | $6,760 | $3,246+108.3% | $4,395+53.8% | $4,027+67.9% |
| Admin fee / account holder | $37,376 | $4,395+750.3% | $5,329+601.4% | $5,403+591.8% |