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 | $121,585 | $183,963-33.9% | $162,163-25.0% | $152,861-20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.18% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,811 | $6,371+6.9% | $5,614+21.3% | $4,762+43.0% |
| Participant deferral / active EE | $9,635 | $8,034+19.9% | $7,298+32.0% | $5,850+64.7% |
| Admin fee / account holder | $24,045 | $13,121+83.3% | $10,843+121.8% | $11,596+107.4% |