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 | $98,044 | $183,963-46.7% | $162,163-39.5% | $152,861-35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.43% | 150.76%-131.3pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,826 | $6,371-8.5% | $5,614+3.8% | $4,762+22.3% |
| Participant deferral / active EE | $11,915 | $8,034+48.3% | $7,298+63.3% | $5,850+103.7% |
| Admin fee / account holder | $1,121 | $13,121-91.5% | $10,843-89.7% | $11,596-90.3% |