Filed January 25, 2024 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $144,150 | $146,267-1.4% | $197,124-26.9% | $82,448+74.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 86.7%+4.2pp | 68.1%+22.8pp |
| Annual return | 16.69% | 29.61%-12.9pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $7,903 | $4,723+67.3% | $6,227+26.9% | $2,551+209.8% |
| Participant deferral / active EE | $7,669 | $7,035+9.0% | $9,135-16.0% | $4,139+85.3% |
| Admin fee / account holder | $3,908 | $14,422-72.9% | $16,298-76.0% | $7,234-46.0% |