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 | $237,395 | $95,416+148.8% | $185,823+27.8% | $85,850+176.5% |
| Participation rate | 85.3% | 68.8%+16.5pp | 81.7%+3.6pp | 69.3%+16.0pp |
| Annual return | 17.75% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $11,218 | $3,314+238.5% | $5,167+117.1% | $2,565+337.4% |
| Participant deferral / active EE | $8,864 | $3,423+158.9% | $5,568+59.2% | $3,952+124.3% |
| Admin fee / account holder | $31,301 | $7,213+334.0% | $16,237+92.8% | $6,260+400.0% |