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 | $200,315 | $78,672+154.6% | $109,143+83.5% | $85,850+133.3% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 16.23% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,339 | $2,735+22.1% | $3,722-10.3% | $2,565+30.2% |
| Participant deferral / active EE | $9,212 | $3,467+165.7% | $4,653+98.0% | $3,952+133.1% |
| Admin fee / account holder | $18,636 | $5,469+240.7% | $6,752+176.0% | $6,260+197.7% |