Filed June 15, 2023 (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 | $103,047 | $160,055-35.6% | $140,016-26.4% | $135,375-23.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.59% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,718 | $6,420+35.8% | $5,606+55.5% | $4,779+82.4% |
| Participant deferral / active EE | $17,351 | $7,642+127.1% | $6,927+150.5% | $5,609+209.3% |
| Admin fee / account holder | $26,637 | $13,328+99.9% | $10,705+148.8% | $10,827+146.0% |