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 | $80,541 | $125,758-36.0% | $169,993-52.6% | $75,163+7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.36% | 27.20%-11.8pp | 53.37%-38.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,109 | $4,615+10.7% | $6,785-24.7% | $2,670+91.4% |
| Participant deferral / active EE | $4,605 | $6,837-32.7% | $10,408-55.8% | $4,125+11.6% |
| Admin fee / account holder | $3,502 | $8,173-57.2% | $12,815-72.7% | $5,651-38.0% |