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 | $159,707 | $87,135+83.3% | $206,214-22.6% | $116,875+36.6% |
| Participation rate | 97.7% | 76.8%+20.9pp | 82.4%+15.3pp | 74.5%+23.1pp |
| Annual return | 18.39% | 22.51%-4.1pp | -1.60%+20.0pp | 16.29%+2.1pp |
| Employer contribution / active EE | $3,194 | $3,046+4.8% | $5,967-46.5% | $3,288-2.9% |
| Participant deferral / active EE | $9,669 | $3,898+148.0% | $4,649+108.0% | $3,885+148.9% |
| Admin fee / account holder | $12,683 | $8,630+47.0% | $13,671-7.2% | $12,263+3.4% |