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 | $161,003 | $92,703+73.7% | $82,719+94.6% | $134,475+19.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.82% | 944.92%-947.7pp | 701.18%-704.0pp | 417.96%-420.8pp |
| Employer contribution / active EE | $6,544 | $3,274+99.9% | $3,009+117.5% | $4,740+38.1% |
| Participant deferral / active EE | $11,732 | $4,802+144.3% | $4,395+166.9% | $6,400+83.3% |
| Admin fee / account holder | $5,422 | $5,983-9.4% | $5,329+1.8% | $11,426-52.5% |