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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,105 | $54,350+297.6% | $82,719+161.3% | $68,494+215.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.86% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $31,331 | $2,218+1312.5% | $3,009+941.3% | $2,596+1106.8% |
| Participant deferral / active EE | $12,893 | $3,246+297.2% | $4,395+193.3% | $4,027+220.1% |
| Admin fee / account holder | $19,260 | $4,395+338.2% | $5,329+261.4% | $5,403+256.5% |