Filed March 25, 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 | $132,218 | $57,354+130.5% | $83,848+57.7% | $64,186+106.0% |
| Participation rate | 95.7% | 68.6%+27.1pp | 76.1%+19.6pp | 69.6%+26.1pp |
| Annual return | -6.47% | 11.38%-17.9pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,447 | $2,545-3.9% | $3,631-32.6% | $2,381+2.8% |
| Participant deferral / active EE | $6,499 | $2,993+117.1% | $4,082+59.2% | $3,470+87.3% |
| Admin fee / account holder | $5,518 | $4,046+36.4% | $5,478+0.7% | $4,888+12.9% |