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 | $99,318 | $167,484-40.7% | $151,611-34.5% | $134,475-26.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.48% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,082 | $6,829-25.6% | $6,166-17.6% | $4,740+7.2% |
| Participant deferral / active EE | $5,028 | $8,986-44.0% | $8,363-39.9% | $6,400-21.4% |
| Admin fee / account holder | $3,859 | $13,783-72.0% | $11,616-66.8% | $11,426-66.2% |