Filed September 11, 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 | $47,161 | $99,020-52.4% | $86,590-45.5% | $147,584-68.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.81% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,539 | $3,132+13.0% | $2,839+24.6% | $4,876-27.4% |
| Participant deferral / active EE | $8,761 | $3,972+120.6% | $3,609+142.8% | $5,439+61.1% |
| Admin fee / account holder | $2,780 | $5,710-51.3% | $4,906-43.3% | $10,885-74.5% |