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 | $188,748 | $58,927+220.3% | $76,817+145.7% | $72,985+158.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 23.35% | 2305.64%-2282.3pp | 1166.11%-1142.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $6,542 | $1,787+266.1% | $2,302+184.2% | $2,440+168.1% |
| Participant deferral / active EE | $7,168 | $2,690+166.4% | $3,336+114.9% | $3,607+98.7% |
| Admin fee / account holder | $9,824 | $4,013+144.8% | $6,420+53.0% | $5,124+91.7% |