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 | $149,873 | $95,416+57.1% | $185,823-19.3% | $85,850+74.6% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 14.07% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $8,839 | $3,314+166.8% | $5,167+71.1% | $2,565+244.6% |
| Participant deferral / active EE | $9,944 | $3,423+190.5% | $5,568+78.6% | $3,952+151.6% |
| Admin fee / account holder | $1,248 | $7,213-82.7% | $16,237-92.3% | $6,260-80.1% |