Filed October 25, 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 | $165,688 | $159,602+3.8% | $150,045+10.4% | $142,382+16.4% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,112 | $4,961+83.7% | $4,693+94.1% | $4,299+111.9% |
| Participant deferral / active EE | $14,061 | $8,310+69.2% | $7,997+75.8% | $6,507+116.1% |
| Admin fee / account holder | $9,881 | $14,846-33.4% | $13,435-26.4% | $12,624-21.7% |