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 | $203,027 | $72,404+180.4% | $110,238+84.2% | $64,186+216.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.1pp |
| Annual return | 32.72% | -6.29%+39.0pp | 314.74%-282.0pp | 7.63%+25.1pp |
| Employer contribution / active EE | $4,336 | $2,282+90.0% | $3,826+13.3% | $2,381+82.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,664 | $5,664-70.6% | $8,547-80.5% | $4,888-66.0% |