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 | $76,312 | $137,414-44.5% | $189,513-59.7% | $85,850-11.1% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 24.02% | 38.14%-14.1pp | 555.15%-531.1pp | 318.53%-294.5pp |
| Employer contribution / active EE | $1,840 | $4,344-57.7% | $6,162-70.1% | $2,565-28.3% |
| Participant deferral / active EE | $3,328 | $6,260-46.8% | $8,221-59.5% | $3,952-15.8% |
| Admin fee / account holder | $1,365 | $8,630-84.2% | $12,045-88.7% | $6,260-78.2% |