Filed September 19, 2023 (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 5-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 | $22,180 | $63,745-65.2% | $98,442-77.5% | $79,386-72.1% |
| Participation rate | 97.2% | 69.9%+27.3pp | 73.3%+23.8pp | 70.7%+26.5pp |
| Annual return | 14.46% | 625.80%-611.3pp | 1492.73%-1478.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,936 | $2,557-24.3% | $2,960-34.6% | $2,427-20.3% |
| Participant deferral / active EE | $2,307 | $3,303-30.2% | $4,276-46.1% | $4,046-43.0% |
| Admin fee / account holder | $370 | $516-28.3% | $5,949-93.8% | $626-41.0% |