Filed April 24, 2023 (most recent of 3 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 | $241,293 | $72,177+234.3% | $115,037+109.8% | $59,632+304.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.88% | 12.02%-10.1pp | 26.14%-24.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $17,562 | $2,841+518.1% | $4,608+281.1% | $2,203+697.3% |
| Participant deferral / active EE | $13,536 | $4,783+183.0% | $6,026+124.6% | $3,192+324.1% |
| Admin fee / account holder | $971 | $4,927-80.3% | $8,175-88.1% | $4,297-77.4% |