Filed February 3, 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 | $87,289 | $49,177+77.5% | $79,464+9.8% | $64,186+36.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.85% | -1.16%+13.0pp | 718.14%-706.3pp | 7.63%+4.2pp |
| Employer contribution / active EE | $4,116 | $2,076+98.2% | $2,800+47.0% | $2,381+72.9% |
| Participant deferral / active EE | $7,219 | $2,821+155.9% | $3,704+94.9% | $3,470+108.1% |
| Admin fee / account holder | $1,460 | $3,839-62.0% | $5,113-71.4% | $4,888-70.1% |