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 | $157,883 | $209,832-24.8% | $189,513-16.7% | $167,490-5.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 748.27%-730.9pp | 555.15%-537.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $5,617 | $6,914-18.8% | $6,162-8.8% | $4,837+16.1% |
| Participant deferral / active EE | $9,165 | $8,935+2.6% | $8,221+11.5% | $6,341+44.5% |
| Admin fee / account holder | $567 | $14,293-96.0% | $12,045-95.3% | $12,309-95.4% |