Filed November 30, 2023 (most recent of 3 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 | $50,634 | $109,359-53.7% | $162,163-68.8% | $72,985-30.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.68% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,763 | $3,907+47.5% | $5,614+2.7% | $2,440+136.2% |
| Participant deferral / active EE | $3,653 | $5,481-33.4% | $7,298-50.0% | $3,607+1.3% |
| Admin fee / account holder | $3,827 | $7,972-52.0% | $10,843-64.7% | $5,124-25.3% |