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 | $170,831 | $209,832-18.6% | $189,513-9.9% | $167,490+2.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.60% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $17,671 | $6,914+155.6% | $6,162+186.8% | $4,837+265.3% |
| Participant deferral / active EE | $21,699 | $8,935+142.9% | $8,221+163.9% | $6,341+242.2% |
| Admin fee / account holder | $73,051 | $14,293+411.1% | $12,045+506.5% | $12,309+493.5% |