Filed September 21, 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 | $107,496 | $160,055-32.8% | $140,016-23.2% | $135,375-20.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.00% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,940 | $6,420-38.6% | $5,606-29.7% | $4,779-17.6% |
| Participant deferral / active EE | $4,865 | $7,642-36.3% | $6,927-29.8% | $5,609-13.3% |
| Admin fee / account holder | $8,756 | $13,328-34.3% | $10,705-18.2% | $10,827-19.1% |