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 | $165,585 | $72,277+129.1% | $101,248+63.5% | $79,858+107.3% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 15.44% | 22.30%-6.9pp | 46.47%-31.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,286 | $2,692-15.1% | $3,660-37.5% | $2,471-7.5% |
| Participant deferral / active EE | $5,783 | $3,282+76.2% | $4,370+32.3% | $3,740+54.6% |
| Admin fee / account holder | $3,398 | $4,400-22.8% | $5,945-42.8% | $5,306-36.0% |