Filed October 23, 2023 (most recent of 4 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 | $87,389 | $125,758-30.5% | $169,993-48.6% | $75,163+16.3% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 16.94% | 27.20%-10.3pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,696 | $4,615-41.6% | $6,785-60.3% | $2,670+1.0% |
| Participant deferral / active EE | $4,520 | $6,837-33.9% | $10,408-56.6% | $4,125+9.6% |
| Admin fee / account holder | $20,422 | $8,173+149.9% | $12,815+59.4% | $5,651+261.4% |