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 | $284,699 | $91,538+211.0% | $129,995+119.0% | $75,163+278.8% |
| Participation rate | 94.8% | 71.4%+23.4pp | 78.5%+16.3pp | 67.2%+27.6pp |
| Annual return | 14.14% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,750 | $2,845+31.8% | $4,320-13.2% | $2,670+40.5% |
| Participant deferral / active EE | $8,875 | $4,341+104.4% | $5,820+52.5% | $4,125+115.1% |
| Admin fee / account holder | $15,806 | $6,790+132.8% | $10,614+48.9% | $5,651+179.7% |