Filed January 25, 2024 (most recent of 3 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 | $144,150 | $148,978-3.2% | $200,582-28.1% | $84,808+70.0% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 16.69% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,903 | $4,815+64.1% | $6,419+23.1% | $2,631+200.4% |
| Participant deferral / active EE | $7,669 | $7,142+7.4% | $9,331-17.8% | $4,212+82.1% |
| Admin fee / account holder | $3,908 | $13,977-72.0% | $16,305-76.0% | $7,344-46.8% |