Filed February 27, 2024 (most recent of 3 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 | $123,596 | $160,055-22.8% | $140,016-11.7% | $135,375-8.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.53% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,897 | $6,420+23.0% | $5,606+40.9% | $4,779+65.3% |
| Participant deferral / active EE | $9,824 | $7,642+28.6% | $6,927+41.8% | $5,609+75.2% |
| Admin fee / account holder | $2,913 | $13,328-78.1% | $10,705-72.8% | $10,827-73.1% |