Filed August 29, 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 | $81,442 | $137,414-40.7% | $189,513-57.0% | $85,850-5.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.99% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,729 | $4,344+8.9% | $6,162-23.2% | $2,565+84.4% |
| Participant deferral / active EE | $4,390 | $6,260-29.9% | $8,221-46.6% | $3,952+11.1% |
| Admin fee / account holder | $3,514 | $8,630-59.3% | $12,045-70.8% | $6,260-43.9% |