Filed July 12, 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 | $141,757 | $85,202+66.4% | $172,739-17.9% | $72,985+94.2% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 19.62% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $8,387 | $3,324+152.3% | $5,143+63.1% | $2,440+243.8% |
| Participant deferral / active EE | $9,856 | $3,260+202.3% | $5,198+89.6% | $3,607+173.2% |
| Admin fee / account holder | $33,548 | $5,884+470.2% | $13,954+140.4% | $5,124+554.7% |