Filed March 19, 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 | $63,823 | $85,766-25.6% | $136,294-53.2% | $70,131-9.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 18.10% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,687 | $2,966-9.4% | $4,695-42.8% | $2,342+14.7% |
| Participant deferral / active EE | $6,470 | $5,051+28.1% | $6,247+3.6% | $3,332+94.2% |
| Admin fee / account holder | $3,155 | $5,420-41.8% | $9,243-65.9% | $4,645-32.1% |