Filed August 2, 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 | $142,185 | $100,041+42.1% | $149,718-5.0% | $70,131+102.7% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 16.72% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,617 | $3,662+53.4% | $5,445+3.2% | $2,342+139.8% |
| Participant deferral / active EE | $4,094 | $4,983-17.8% | $6,569-37.7% | $3,332+22.9% |
| Admin fee / account holder | $2,544 | $8,286-69.3% | $11,283-77.5% | $4,645-45.2% |