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 | $50,041 | $125,758-60.2% | $169,993-70.6% | $75,163-33.4% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 14.40% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $4,506 | $4,615-2.4% | $6,785-33.6% | $2,670+68.8% |
| Participant deferral / active EE | $4,962 | $6,837-27.4% | $10,408-52.3% | $4,125+20.3% |
| Admin fee / account holder | $3,521 | $8,173-56.9% | $12,815-72.5% | $5,651-37.7% |