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 | $80,207 | $109,982-27.1% | $97,226-17.5% | $145,922-45.0% |
| Participation rate | 73.9% | 75.9%-2.0pp | 72.7%+1.2pp | 80.3%-6.4pp |
| Annual return | 13.73% | 242.90%-229.2pp | 75.13%-61.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,640 | $4,676-0.8% | $4,264+8.8% | $6,688-30.6% |
| Admin fee / account holder | $1,956 | $6,221-68.6% | $5,654-65.4% | $13,397-85.4% |