Filed December 11, 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 | $72,536 | $45,035+61.1% | $62,995+15.1% | $70,131+3.4% |
| Participation rate | 82.7% | 69.5%+13.2pp | 74.8%+7.9pp | 69.5%+13.2pp |
| Annual return | 17.38% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,071 | $2,051+1.0% | $2,759-24.9% | $2,342-11.6% |
| Participant deferral / active EE | $5,218 | $2,465+111.7% | $3,329+56.7% | $3,332+56.6% |
| Admin fee / account holder | $7,720 | $2,834+172.4% | $3,600+114.4% | $4,645+66.2% |