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 | $39,870 | $100,852-60.5% | $90,404-55.9% | $158,922-74.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.65% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $4,270 | $3,689+15.8% | $3,262+30.9% | $4,761-10.3% |
| Participant deferral / active EE | $11,769 | $4,348+170.7% | $3,963+196.9% | $5,982+96.7% |
| Admin fee / account holder | $7,329 | $6,501+12.7% | $5,611+30.6% | $11,246-34.8% |