Filed June 30, 2023 (most recent of 3 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 | $166,883 | $57,065+192.4% | $75,670+120.5% | $70,131+138.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 18.41% | 23.57%-5.2pp | 27.34%-8.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $6,639 | $1,817+265.5% | $2,352+182.3% | $2,342+183.4% |
| Participant deferral / active EE | $5,729 | $2,580+122.1% | $3,142+82.3% | $3,332+72.0% |
| Admin fee / account holder | $4,443 | $3,825+16.2% | $5,800-23.4% | $4,645-4.4% |