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 | $65,162 | $125,758-48.2% | $169,993-61.7% | $75,163-13.3% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 19.69% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,684 | $4,615-63.5% | $6,785-75.2% | $2,670-36.9% |
| Participant deferral / active EE | $3,496 | $6,837-48.9% | $10,408-66.4% | $4,125-15.2% |
| Admin fee / account holder | $7,353 | $8,173-10.0% | $12,815-42.6% | $5,651+30.1% |