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 | $211,556 | $79,633+165.7% | $93,789+125.6% | $68,494+208.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -18.29% | -0.10%-18.2pp | -11.33%-7.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $17,459 | $3,665+376.3% | $4,323+303.9% | $2,596+572.4% |
| Participant deferral / active EE | $5,926 | $5,158+14.9% | $6,094-2.8% | $4,027+47.1% |
| Admin fee / account holder | $1,651 | $6,871-76.0% | $7,195-77.0% | $5,403-69.4% |