Filed January 18, 2024 (most recent of 10 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 | $30,020 | $65,409-54.1% | $98,442-69.5% | $85,850-65.0% |
| Participation rate | 85.9% | 65.0%+20.9pp | 73.3%+12.6pp | 69.3%+16.6pp |
| Annual return | 24.50% | 21.76%+2.7pp | 1492.73%-1468.2pp | 318.53%-294.0pp |
| Employer contribution / active EE | $5,417 | $2,168+149.9% | $2,960+83.0% | $2,565+111.2% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,706 | $4,593-41.1% | $5,949-54.5% | $6,260-56.8% |