Filed January 30, 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 | $48,911 | $94,529-48.3% | $140,016-65.1% | $64,186-23.8% |
| Participation rate | 92.8% | 84.1%+8.7pp | 87.5%+5.3pp | 69.6%+23.2pp |
| Annual return | 20.24% | 7.77%+12.5pp | 651.12%-630.9pp | 7.63%+12.6pp |
| Employer contribution / active EE | $1,748 | $3,812-54.1% | $5,606-68.8% | $2,381-26.6% |
| Participant deferral / active EE | $2,793 | $5,250-46.8% | $6,927-59.7% | $3,470-19.5% |
| Admin fee / account holder | $697 | $6,741-89.7% | $10,705-93.5% | $4,888-85.8% |