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 | $139,117 | $65,365+112.8% | $92,893+49.8% | $72,985+90.6% |
| Participation rate | 89.8% | 68.3%+21.5pp | 76.0%+13.8pp | 69.5%+20.3pp |
| Annual return | 24.07% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,268 | $2,594-12.6% | $3,653-37.9% | $2,440-7.1% |
| Participant deferral / active EE | $6,366 | $3,128+103.5% | $4,236+50.3% | $3,607+76.5% |
| Admin fee / account holder | $9,160 | $4,251+115.5% | $5,794+58.1% | $5,124+78.8% |