Filed August 15, 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 | $150,897 | $148,978+1.3% | $200,582-24.8% | $84,808+77.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.97% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,766 | $4,815-21.8% | $6,419-41.3% | $2,631+43.1% |
| Participant deferral / active EE | $5,326 | $7,142-25.4% | $9,331-42.9% | $4,212+26.5% |
| Admin fee / account holder | $6,656 | $13,977-52.4% | $16,305-59.2% | $7,344-9.4% |