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 | $182,684 | $73,867+147.3% | $143,757+27.1% | $68,494+166.7% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -16.93% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $12,130 | $3,184+281.0% | $4,951+145.0% | $2,596+367.2% |
| Participant deferral / active EE | $8,987 | $3,384+165.5% | $5,637+59.4% | $4,027+123.2% |
| Admin fee / account holder | $1,056 | $5,755-81.6% | $14,673-92.8% | $5,403-80.5% |