Filed July 9, 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 | $95,371 | $96,635-1.3% | $86,612+10.1% | $139,434-31.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.33% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,917 | $3,263+20.0% | $3,022+29.6% | $4,751-17.6% |
| Participant deferral / active EE | $6,589 | $4,836+36.2% | $4,438+48.5% | $6,710-1.8% |
| Admin fee / account holder | $5,464 | $6,408-14.7% | $5,614-2.7% | $11,403-52.1% |