Filed July 27, 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 | $148,233 | $65,395+126.7% | $182,532-18.8% | $72,985+103.1% |
| Participation rate | 96.1% | 65.4%+30.6pp | 78.0%+18.1pp | 69.5%+26.6pp |
| Annual return | 26.29% | 27.68%-1.4pp | 148.54%-122.2pp | 81.00%-54.7pp |
| Employer contribution / active EE | $6,296 | $1,911+229.4% | $4,076+54.5% | $2,440+158.1% |
| Participant deferral / active EE | $7,880 | $3,563+121.2% | $5,524+42.6% | $3,607+118.4% |
| Admin fee / account holder | $6,598 | $4,245+55.4% | $8,592-23.2% | $5,124+28.8% |