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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,024 | $81,900+212.6% | $119,609+114.1% | $68,494+273.8% |
| Participation rate | 95.9% | 71.9%+24.0pp | 79.3%+16.6pp | 67.9%+28.0pp |
| Annual return | -12.23% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,381 | $2,693+25.5% | $4,232-20.1% | $2,596+30.2% |
| Participant deferral / active EE | $7,902 | $4,148+90.5% | $5,602+41.0% | $4,027+96.2% |
| Admin fee / account holder | $5,163 | $6,582-21.6% | $10,323-50.0% | $5,403-4.4% |