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 | $164,363 | $102,317+60.6% | $146,958+11.8% | $80,856+103.3% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 14.99% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,795 | $3,713-24.7% | $4,933-43.3% | $2,755+1.5% |
| Participant deferral / active EE | $9,209 | $6,644+38.6% | $8,070+14.1% | $4,296+114.4% |
| Admin fee / account holder | $419 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |