Filed April 28, 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 | $120,103 | $65,703+82.8% | $94,224+27.5% | $59,632+101.4% |
| Participation rate | 98.5% | 72.1%+26.4pp | 78.8%+19.7pp | 68.7%+29.8pp |
| Annual return | 4.08% | 5.22%-1.1pp | 10.68%-6.6pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $6,474 | $2,021+220.4% | $3,587+80.5% | $2,203+193.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $997 | $4,264-76.6% | $6,269-84.1% | $4,297-76.8% |