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 | $192,310 | $57,281+235.7% | $86,612+122.0% | $75,163+155.9% |
| Participation rate | 87.4% | 63.2%+24.2pp | 71.7%+15.7pp | 67.2%+20.2pp |
| Annual return | 15.03% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,435 | $2,314+307.7% | $3,022+212.2% | $2,670+253.4% |
| Participant deferral / active EE | $6,944 | $3,318+109.3% | $4,438+56.5% | $4,125+68.3% |
| Admin fee / account holder | $7,245 | $4,112+76.2% | $5,614+29.1% | $5,651+28.2% |