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 | $143,104 | $183,963-22.2% | $162,163-11.8% | $152,861-6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.86% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,906 | $6,371-38.7% | $5,614-30.4% | $4,762-18.0% |
| Participant deferral / active EE | $5,542 | $8,034-31.0% | $7,298-24.1% | $5,850-5.3% |
| Admin fee / account holder | $13,276 | $13,121+1.2% | $10,843+22.4% | $11,596+14.5% |