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 | $142,317 | $81,248+75.2% | $155,509-8.5% | $80,856+76.0% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 11.35% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $9,930 | $3,100+220.3% | $4,672+112.5% | $2,755+260.5% |
| Participant deferral / active EE | $10,593 | $3,452+206.9% | $5,626+88.3% | $4,296+146.6% |
| Admin fee / account holder | $21,474 | $7,997+168.5% | $15,912+35.0% | $6,918+210.4% |