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 | $101,724+32.2% | $164,813-18.4% | $80,856+66.3% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 13.78% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,914 | $2,953+32.5% | $4,341-9.8% | $2,755+42.1% |
| Participant deferral / active EE | $9,027 | $4,477+101.6% | $6,031+49.7% | $4,296+110.1% |
| Admin fee / account holder | $18,849 | $8,227+129.1% | $12,690+48.5% | $6,918+172.5% |