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 | $150,533 | $73,933+103.6% | $96,683+55.7% | $75,163+100.3% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.5pp |
| Annual return | 16.41% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,352 | $2,928-19.7% | $3,737-37.1% | $2,670-11.9% |
| Participant deferral / active EE | $6,150 | $3,659+68.1% | $4,878+26.1% | $4,125+49.1% |
| Admin fee / account holder | $17,009 | $5,216+226.1% | $6,730+152.7% | $5,651+201.0% |