Filed February 1, 2024 (most recent of 2 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 | $134,432 | $101,763+32.1% | $164,866-18.5% | $80,874+66.2% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 13.78% | 16.73%-2.9pp | 69.97%-56.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,914 | $2,954+32.5% | $4,343-9.9% | $2,756+42.0% |
| Participant deferral / active EE | $9,027 | $4,477+101.7% | $6,033+49.6% | $4,297+110.1% |
| Admin fee / account holder | $18,849 | $8,228+129.1% | $12,689+48.5% | $6,935+171.8% |