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 | $121,362 | $201,272-39.7% | $184,203-34.1% | $145,922-16.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.26% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,778 | $7,022-46.2% | $6,427-41.2% | $4,660-18.9% |
| Participant deferral / active EE | $4,756 | $9,806-51.5% | $9,131-47.9% | $6,688-28.9% |
| Admin fee / account holder | $1,210 | $16,364-92.6% | $13,901-91.3% | $13,397-91.0% |