Filed November 6, 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 | $207,991 | $65,703+216.6% | $94,224+120.7% | $59,632+248.8% |
| Participation rate | 98.0% | 72.1%+25.8pp | 78.8%+19.2pp | 68.7%+29.3pp |
| Annual return | -1.31% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $8,727 | $2,021+331.9% | $3,587+143.3% | $2,203+296.2% |
| Participant deferral / active EE | $10,147 | $3,143+222.9% | $4,320+134.9% | $3,192+217.9% |
| Admin fee / account holder | $16,372 | $4,264+283.9% | $6,269+161.2% | $4,297+281.0% |