Filed September 15, 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 | $235,421 | $77,634+203.2% | $156,549+50.4% | $62,891+274.3% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 6.05% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $11,473 | $3,444+233.2% | $5,501+108.6% | $2,281+403.0% |
| Participant deferral / active EE | $6,204 | $3,045+103.7% | $4,871+27.4% | $3,203+93.7% |
| Admin fee / account holder | $4,390 | $5,561-21.1% | $13,027-66.3% | $4,296+2.2% |