Filed March 9, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,361 | $58,208+53.5% | $81,812+9.2% | $80,856+10.5% |
| Participation rate | 91.4% | 63.4%+28.0pp | 72.3%+19.1pp | 67.6%+23.8pp |
| Annual return | 15.82% | 41.66%-25.8pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,269 | $2,340+210.6% | $2,912+149.6% | $2,755+163.9% |
| Participant deferral / active EE | $3,912 | $3,281+19.2% | $4,319-9.4% | $4,296-8.9% |
| Admin fee / account holder | $14,831 | $4,981+197.7% | $7,386+100.8% | $6,918+114.4% |