Filed February 22, 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 | $68,183 | $53,127+28.3% | $86,590-21.3% | $70,131-2.8% |
| Participation rate | 86.2% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 21.35% | 27.66%-6.3pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $10,951 | $2,068+429.5% | $2,839+285.7% | $2,342+367.5% |
| Participant deferral / active EE | $5,675 | $2,696+110.5% | $3,609+57.3% | $3,332+70.3% |
| Admin fee / account holder | $5,140 | $3,585+43.4% | $4,906+4.8% | $4,645+10.7% |