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 | $107,733 | $185,822-42.0% | $169,993-36.6% | $139,434-22.7% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.96% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,148 | $7,590-32.2% | $6,785-24.1% | $4,751+8.4% |
| Participant deferral / active EE | $5,443 | $11,622-53.2% | $10,408-47.7% | $6,710-18.9% |
| Admin fee / account holder | $1,114 | $15,381-92.8% | $12,815-91.3% | $11,403-90.2% |