Filed November 2, 2023 (most recent of 4 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 | $37,819 | $110,094-65.6% | $151,611-75.1% | $68,494-44.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.55% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,311 | $4,471-48.3% | $6,166-62.5% | $2,596-11.0% |
| Participant deferral / active EE | $3,377 | $6,527-48.3% | $8,363-59.6% | $4,027-16.1% |
| Admin fee / account holder | $2,683 | $7,719-65.2% | $11,616-76.9% | $5,403-50.3% |