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 | $89,474 | $137,414-34.9% | $189,513-52.8% | $85,850+4.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.57% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $6,919 | $4,344+59.3% | $6,162+12.3% | $2,565+169.7% |
| Participant deferral / active EE | $5,197 | $6,260-17.0% | $8,221-36.8% | $3,952+31.5% |
| Admin fee / account holder | $935 | $8,630-89.2% | $12,045-92.2% | $6,260-85.1% |