Filed April 17, 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 | $199,509 | $102,966+93.8% | $90,281+121.0% | $152,861+30.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.64% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $8,062 | $3,139+156.9% | $2,854+182.4% | $4,762+69.3% |
| Participant deferral / active EE | $12,819 | $4,281+199.4% | $3,885+229.9% | $5,850+119.1% |
| Admin fee / account holder | $3,531 | $6,171-42.8% | $5,351-34.0% | $11,596-69.5% |