Filed February 28, 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 | $97,269 | $127,100-23.5% | $105,738-8.0% | $135,375-28.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 4.49%-10.4pp | 6.27%-12.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,437 | $4,107+32.4% | $3,268+66.3% | $4,779+13.8% |
| Participant deferral / active EE | $4,490 | $5,064-11.3% | $4,080+10.1% | $5,609-19.9% |
| Admin fee / account holder | $3,956 | $9,087-56.5% | $6,913-42.8% | $10,827-63.5% |