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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,612 | $89,698+285.3% | $103,476+234.0% | $80,856+327.4% |
| Participation rate | 96.4% | 76.0%+20.4pp | 80.5%+15.9pp | 67.6%+28.7pp |
| Annual return | 22.04% | 22.78%-0.7pp | 23.90%-1.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $19,169 | $4,018+377.1% | $4,672+310.3% | $2,755+595.8% |
| Participant deferral / active EE | $6,930 | $5,456+27.0% | $6,623+4.6% | $4,296+61.3% |
| Admin fee / account holder | $3,865 | $6,768-42.9% | $9,413-58.9% | $6,918-44.1% |