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 | $221,357 | $100,852+119.5% | $90,404+144.9% | $158,922+39.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.58% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,517 | $3,689+103.8% | $3,262+130.5% | $4,761+57.9% |
| Participant deferral / active EE | $12,252 | $4,348+181.8% | $3,963+209.1% | $5,982+104.8% |
| Admin fee / account holder | $3,545 | $6,501-45.5% | $5,611-36.8% | $11,246-68.5% |