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 | $78,751 | $110,094-28.5% | $151,611-48.1% | $68,494+15.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.45% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $8,165 | $4,471+82.6% | $6,166+32.4% | $2,596+214.5% |
| Participant deferral / active EE | $5,877 | $6,527-10.0% | $8,363-29.7% | $4,027+45.9% |
| Admin fee / account holder | $7,744 | $7,719+0.3% | $11,616-33.3% | $5,403+43.3% |