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 | $51,296 | $92,703-44.7% | $82,719-38.0% | $134,475-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.02% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,253 | $3,274+91.0% | $3,009+107.8% | $4,740+31.9% |
| Participant deferral / active EE | $9,416 | $4,802+96.1% | $4,395+114.2% | $6,400+47.1% |
| Admin fee / account holder | $312 | $5,983-94.8% | $5,329-94.1% | $11,426-97.3% |