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 | $31,236 | $57,281-45.5% | $86,612-63.9% | $75,163-58.4% |
| Participation rate | 73.6% | 63.2%+10.4pp | 71.7%+1.9pp | 67.2%+6.4pp |
| Annual return | 31.99% | 2670.75%-2638.8pp | 591.07%-559.1pp | 160.62%-128.6pp |
| Employer contribution / active EE | $4,463 | $2,314+92.8% | $3,022+47.7% | $2,670+67.2% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,380 | $4,112+79.5% | $5,614+31.5% | $5,651+30.6% |