Filed January 23, 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 | $84,179 | $123,793-32.0% | $177,821-52.7% | $79,858+5.4% |
| Participation rate | 74.4% | 84.7%-10.3pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 19.73% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,873 | $4,095-54.3% | $5,918-68.4% | $2,471-24.2% |
| Participant deferral / active EE | $3,114 | $5,956-47.7% | $7,714-59.6% | $3,740-16.7% |
| Admin fee / account holder | $2,269 | $7,243-68.7% | $12,427-81.7% | $5,306-57.2% |