Filed February 23, 2024 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $203,637 | $88,672+129.7% | $105,223+93.5% | $82,448+147.0% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.5pp | 68.1%+18.4pp |
| Annual return | 16.48% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,461 | $3,048+79.2% | $3,689+48.0% | $2,551+114.1% |
| Participant deferral / active EE | $11,314 | $4,036+180.3% | $5,072+123.1% | $4,139+173.3% |
| Admin fee / account holder | $2,289 | $7,146-68.0% | $8,859-74.2% | $7,234-68.4% |