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 | $223,422 | $91,552+144.0% | $133,956+66.8% | $79,858+179.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.50% | 61.85%-46.3pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,398 | $2,384+168.4% | $3,919+63.3% | $2,471+158.9% |
| Participant deferral / active EE | $9,687 | $3,733+159.5% | $5,048+91.9% | $3,740+159.0% |
| Admin fee / account holder | $32,157 | $6,321+408.8% | $8,927+260.2% | $5,306+506.0% |