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 | $313,263 | $101,724+208.0% | $164,813+90.1% | $80,856+287.4% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.6%+27.1pp |
| Annual return | 11.31% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,839 | $2,953+30.0% | $4,341-11.6% | $2,755+39.4% |
| Participant deferral / active EE | $9,337 | $4,477+108.5% | $6,031+54.8% | $4,296+117.4% |
| Admin fee / account holder | $8,099 | $8,227-1.6% | $12,690-36.2% | $6,918+17.1% |