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 | $103,973 | $138,347-24.8% | $184,203-43.6% | $80,856+28.6% |
| Participation rate | 89.0% | 83.9%+5.2pp | 86.8%+2.2pp | 67.6%+21.4pp |
| Annual return | 17.06% | 20.02%-3.0pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,633 | $4,850-66.3% | $6,427-74.6% | $2,755-40.7% |
| Participant deferral / active EE | $4,845 | $7,071-31.5% | $9,131-46.9% | $4,296+12.8% |
| Admin fee / account holder | $7,606 | $10,483-27.4% | $13,901-45.3% | $6,918+9.9% |