Filed February 1, 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 | $49,802 | $137,414-63.8% | $189,513-73.7% | $85,850-42.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.26% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,411 | $4,344+1.5% | $6,162-28.4% | $2,565+72.0% |
| Participant deferral / active EE | $4,850 | $6,260-22.5% | $8,221-41.0% | $3,952+22.7% |
| Admin fee / account holder | $10,373 | $8,630+20.2% | $12,045-13.9% | $6,260+65.7% |