Filed July 13, 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 | $93,228 | $171,865-45.8% | $149,718-37.7% | $147,584-36.8% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 16.25% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,286 | $6,275-15.8% | $5,445-2.9% | $4,876+8.4% |
| Participant deferral / active EE | $7,265 | $7,271-0.1% | $6,569+10.6% | $5,439+33.6% |
| Admin fee / account holder | $3,672 | $13,799-73.4% | $11,283-67.5% | $10,885-66.3% |