Filed March 15, 2024 (most recent of 4 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 | $200,091 | $91,190+119.4% | $178,490+12.1% | $79,858+150.6% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 11.68% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $10,926 | $3,256+235.6% | $5,011+118.1% | $2,471+342.2% |
| Participant deferral / active EE | $8,401 | $3,236+159.6% | $5,202+61.5% | $3,740+124.6% |
| Admin fee / account holder | $763 | $6,751-88.7% | $13,984-94.5% | $5,306-85.6% |