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 | $114,909 | $58,208+97.4% | $81,812+40.5% | $80,856+42.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.02% | 41.66%-24.6pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $6,688 | $2,340+185.8% | $2,912+129.7% | $2,755+142.8% |
| Participant deferral / active EE | $11,952 | $3,281+264.3% | $4,319+176.7% | $4,296+178.2% |
| Admin fee / account holder | $19,906 | $4,981+299.6% | $7,386+169.5% | $6,918+187.7% |