Filed May 5, 2023 (most recent of 2 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 | $225,065 | $83,477+169.6% | $125,175+79.8% | $72,985+208.4% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 21.80% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,648 | $2,345+183.5% | $3,865+72.0% | $2,440+172.5% |
| Participant deferral / active EE | $6,681 | $3,585+86.3% | $4,937+35.3% | $3,607+85.2% |
| Admin fee / account holder | $6,796 | $5,517+23.2% | $9,702-30.0% | $5,124+32.6% |