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 | $148,972 | $185,822-19.8% | $169,993-12.4% | $139,434+6.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.42% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $8,108 | $7,590+6.8% | $6,785+19.5% | $4,751+70.7% |
| Participant deferral / active EE | $7,585 | $11,622-34.7% | $10,408-27.1% | $6,710+13.0% |
| Admin fee / account holder | $4,418 | $15,381-71.3% | $12,815-65.5% | $11,403-61.3% |