Filed September 11, 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 | $131,192 | $57,281+129.0% | $86,612+51.5% | $75,163+74.5% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 22.13% | 2670.75%-2648.6pp | 591.07%-568.9pp | 160.62%-138.5pp |
| Employer contribution / active EE | $4,777 | $2,314+106.4% | $3,022+58.1% | $2,670+78.9% |
| Participant deferral / active EE | $5,266 | $3,318+58.7% | $4,438+18.7% | $4,125+27.7% |
| Admin fee / account holder | $11,082 | $4,112+169.5% | $5,614+97.4% | $5,651+96.1% |