Filed August 10, 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 | $109,964 | $72,404+51.9% | $110,238-0.2% | $64,186+71.3% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.9pp |
| Annual return | -5.94% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,703 | $2,282+62.3% | $3,826-3.2% | $2,381+55.5% |
| Participant deferral / active EE | $6,126 | $3,469+76.6% | $4,672+31.1% | $3,470+76.6% |
| Admin fee / account holder | $6,394 | $5,664+12.9% | $8,547-25.2% | $4,888+30.8% |