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 | $143,618 | $77,899+84.4% | $149,673-4.0% | $75,163+91.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.33% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $9,505 | $3,137+203.0% | $4,818+97.3% | $2,670+256.0% |
| Participant deferral / active EE | $10,746 | $3,411+215.0% | $5,680+89.2% | $4,125+160.5% |
| Admin fee / account holder | $4,924 | $5,956-17.3% | $13,210-62.7% | $5,651-12.9% |