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 | $111,158 | $82,664+34.5% | $125,339-11.3% | $68,494+62.3% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,563 | $3,381-24.2% | $4,814-46.7% | $2,596-1.3% |
| Participant deferral / active EE | $8,396 | $6,110+37.4% | $7,446+12.8% | $4,027+108.5% |
| Admin fee / account holder | $714 | $6,275-88.6% | $10,010-92.9% | $5,403-86.8% |