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 | $78,292 | $110,094-28.9% | $151,611-48.4% | $68,494+14.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | 1.86% | -10.12%+12.0pp | 3.33%-1.5pp | -7.84%+9.7pp |
| Employer contribution / active EE | $2,256 | $4,471-49.5% | $6,166-63.4% | $2,596-13.1% |
| Participant deferral / active EE | $3,653 | $6,527-44.0% | $8,363-56.3% | $4,027-9.3% |
| Admin fee / account holder | $2,782 | $7,719-64.0% | $11,616-76.0% | $5,403-48.5% |