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 | $237,631 | $83,902+183.2% | $167,512+41.9% | $84,808+180.2% |
| Participation rate | 97.9% | 66.5%+31.4pp | 77.1%+20.8pp | 68.3%+29.6pp |
| Annual return | 16.71% | 91.55%-74.8pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,747 | $2,264+286.4% | $3,882+125.4% | $2,631+232.5% |
| Participant deferral / active EE | $11,167 | $4,442+151.4% | $6,405+74.4% | $4,212+165.1% |
| Admin fee / account holder | $3,567 | $7,915-54.9% | $9,769-63.5% | $7,344-51.4% |