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 | $94,464 | $138,347-31.7% | $184,203-48.7% | $80,856+16.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.09% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,993 | $4,850-38.3% | $6,427-53.4% | $2,755+8.7% |
| Participant deferral / active EE | $4,665 | $7,071-34.0% | $9,131-48.9% | $4,296+8.6% |
| Admin fee / account holder | $2,759 | $10,483-73.7% | $13,901-80.2% | $6,918-60.1% |