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 | $197,298 | $80,717+144.4% | $154,803+27.5% | $84,808+132.6% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $15,918 | $2,761+476.5% | $4,305+269.7% | $2,631+505.0% |
| Participant deferral / active EE | $14,475 | $3,303+338.2% | $5,540+161.3% | $4,212+243.7% |
| Admin fee / account holder | $35,627 | $6,746+428.1% | $14,329+148.6% | $7,344+385.1% |