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 | $74,057 | $148,978-50.3% | $200,582-63.1% | $84,808-12.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.40% | 28.16%-9.8pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,577 | $4,815+15.8% | $6,419-13.1% | $2,631+112.0% |
| Participant deferral / active EE | $4,413 | $7,142-38.2% | $9,331-52.7% | $4,212+4.8% |
| Admin fee / account holder | $6,774 | $13,977-51.5% | $16,305-58.5% | $7,344-7.8% |