Filed March 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 | $246,407 | $167,484+47.1% | $151,611+62.5% | $134,475+83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.77% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.7pp |
| Employer contribution / active EE | $11,050 | $6,829+61.8% | $6,166+79.2% | $4,740+133.1% |
| Participant deferral / active EE | $6,966 | $8,986-22.5% | $8,363-16.7% | $6,400+8.9% |
| Admin fee / account holder | $114,895 | $13,783+733.6% | $11,616+889.1% | $11,426+905.6% |