Filed August 16, 2023 (most recent of 6 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 | $136,417 | $105,181+29.7% | $159,436-14.4% | $85,850+58.9% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.8%-6.0pp | 69.3%+7.5pp |
| Annual return | 15.68% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,609 | $3,318-21.4% | $4,829-46.0% | $2,565+1.7% |
| Participant deferral / active EE | $7,586 | $5,945+27.6% | $7,352+3.2% | $3,952+92.0% |
| Admin fee / account holder | $1,613 | $6,933-76.7% | $10,799-85.1% | $6,260-74.2% |