Filed April 18, 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 | $52,978 | $167,484-68.4% | $151,611-65.1% | $134,475-60.6% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | -9.68% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $4,424 | $6,829-35.2% | $6,166-28.3% | $4,740-6.7% |
| Participant deferral / active EE | $4,967 | $8,986-44.7% | $8,363-40.6% | $6,400-22.4% |
| Admin fee / account holder | $805 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |