Filed March 27, 2023 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,970 | $49,177+508.0% | $79,464+276.2% | $64,186+365.8% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -7.30% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $28,550 | $2,076+1275.1% | $2,800+919.5% | $2,381+1099.2% |
| Participant deferral / active EE | $11,510 | $2,821+308.0% | $3,704+210.8% | $3,470+231.7% |
| Admin fee / account holder | $3,276 | $3,839-14.7% | $5,113-35.9% | $4,888-33.0% |