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 | $186,314 | $81,248+129.3% | $155,509+19.8% | $80,856+130.4% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 20.62% | 33.31%-12.7pp | 64.67%-44.0pp | 35.59%-15.0pp |
| Employer contribution / active EE | $13,909 | $3,100+348.6% | $4,672+197.7% | $2,755+404.9% |
| Participant deferral / active EE | $11,969 | $3,452+246.8% | $5,626+112.7% | $4,296+178.6% |
| Admin fee / account holder | $65,595 | $7,997+720.2% | $15,912+312.2% | $6,918+848.2% |