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 | $75,336 | $43,327+73.9% | $59,878+25.8% | $64,186+17.4% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | -3.98% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,095 | $2,028+3.3% | $2,722-23.0% | $2,381-12.0% |
| Participant deferral / active EE | $6,622 | $2,546+160.1% | $3,402+94.7% | $3,470+90.9% |
| Admin fee / account holder | $17,743 | $3,005+490.4% | $3,590+394.2% | $4,888+263.0% |