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 | $91,145 | $125,758-27.5% | $169,993-46.4% | $75,163+21.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.59% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,143 | $4,615+76.5% | $6,785+20.0% | $2,670+205.0% |
| Participant deferral / active EE | $6,259 | $6,837-8.5% | $10,408-39.9% | $4,125+51.7% |
| Admin fee / account holder | $9,049 | $8,173+10.7% | $12,815-29.4% | $5,651+60.1% |