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 | $124,367 | $209,832-40.7% | $189,513-34.4% | $167,490-25.7% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.18% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,380 | $6,914-51.1% | $6,162-45.1% | $4,837-30.1% |
| Participant deferral / active EE | $4,441 | $8,935-50.3% | $8,221-46.0% | $6,341-30.0% |
| Admin fee / account holder | $697 | $14,293-95.1% | $12,045-94.2% | $12,309-94.3% |