Filed November 28, 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 | $149,340 | $71,480+108.9% | $90,782+64.5% | $64,186+132.7% |
| Participation rate | 90.9% | 77.6%+13.3pp | 82.7%+8.3pp | 69.6%+21.3pp |
| Annual return | -5.01% | -4.25%-0.8pp | -3.42%-1.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $12,623 | $3,415+269.7% | $4,105+207.5% | $2,381+430.2% |
| Participant deferral / active EE | $3,706 | $4,302-13.9% | $5,366-30.9% | $3,470+6.8% |
| Admin fee / account holder | $9,249 | $6,309+46.6% | $5,908+56.6% | $4,888+89.2% |