Filed June 23, 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 | $52,586 | $106,543-50.6% | $91,220-42.4% | $134,475-60.9% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | -17.53% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $523 | $3,331-84.3% | $2,850-81.7% | $4,740-89.0% |
| Participant deferral / active EE | $5,383 | $4,719+14.1% | $4,234+27.2% | $6,400-15.9% |
| Admin fee / account holder | $496 | $6,231-92.0% | $5,420-90.8% | $11,426-95.7% |