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 | $186,051 | $70,669+163.3% | $169,368+9.8% | $75,163+147.5% |
| Participation rate | 90.6% | 64.8%+25.8pp | 77.1%+13.4pp | 67.2%+23.4pp |
| Annual return | 22.76% | 36.36%-13.6pp | 405.60%-382.8pp | 160.62%-137.9pp |
| Employer contribution / active EE | $6,876 | $2,211+211.0% | $4,013+71.4% | $2,670+157.6% |
| Participant deferral / active EE | $9,001 | $4,311+108.8% | $6,221+44.7% | $4,125+118.2% |
| Admin fee / account holder | $17,410 | $5,402+222.3% | $9,003+93.4% | $5,651+208.1% |