Filed April 9, 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 | $133,844 | $63,953+109.3% | $54,726+144.6% | $135,375-1.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -4.25% | -5.77%+1.5pp | -4.56%+0.3pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,939 | $4,256+39.5% | $3,449+72.2% | $4,779+24.3% |
| Participant deferral / active EE | $6,427 | $4,810+33.6% | $3,953+62.6% | $5,609+14.6% |
| Admin fee / account holder | $798 | $4,567-82.5% | $3,818-79.1% | $10,827-92.6% |