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 | $115,712 | $160,055-27.7% | $140,016-17.4% | $135,375-14.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.70% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $6,573 | $6,420+2.4% | $5,606+17.3% | $4,779+37.5% |
| Participant deferral / active EE | $10,067 | $7,642+31.7% | $6,927+45.3% | $5,609+79.5% |
| Admin fee / account holder | $4,057 | $13,328-69.6% | $10,705-62.1% | $10,827-62.5% |