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 | $111,534 | $56,357+97.9% | $104,294+6.9% | $68,494+62.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -18.85% | -9.19%-9.7pp | 24.61%-43.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,223 | $1,960+217.5% | $3,372+84.6% | $2,596+139.7% |
| Participant deferral / active EE | $5,166 | $3,077+67.9% | $4,625+11.7% | $4,027+28.3% |
| Admin fee / account holder | $4,432 | $4,903-9.6% | $7,339-39.6% | $5,403-18.0% |