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 | $29,444 | $102,966-71.4% | $90,281-67.4% | $152,861-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.59% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,398 | $3,139+8.3% | $2,854+19.0% | $4,762-28.7% |
| Participant deferral / active EE | $8,060 | $4,281+88.3% | $3,885+107.4% | $5,850+37.8% |
| Admin fee / account holder | $22,671 | $6,171+267.4% | $5,351+323.7% | $11,596+95.5% |