Filed October 20, 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 | $109,952 | $110,094-0.1% | $151,611-27.5% | $68,494+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,643 | $4,471-18.5% | $6,166-40.9% | $2,596+40.3% |
| Participant deferral / active EE | $10,113 | $6,527+54.9% | $8,363+20.9% | $4,027+151.1% |
| Admin fee / account holder | $6,176 | $7,719-20.0% | $11,616-46.8% | $5,403+14.3% |