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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,398 | $54,350+498.7% | $82,719+293.4% | $68,494+375.1% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -15.47% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $27,172 | $2,218+1125.0% | $3,009+803.0% | $2,596+946.6% |
| Participant deferral / active EE | $13,941 | $3,246+329.5% | $4,395+217.2% | $4,027+246.2% |
| Admin fee / account holder | $61,974 | $4,395+1310.0% | $5,329+1063.0% | $5,403+1047.1% |