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 | $38,543 | $201,272-80.9% | $184,203-79.1% | $145,922-73.6% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 10.55% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,542 | $7,022-49.6% | $6,427-44.9% | $4,660-24.0% |
| Participant deferral / active EE | $3,881 | $9,806-60.4% | $9,131-57.5% | $6,688-42.0% |
| Admin fee / account holder | $16,029 | $16,364-2.0% | $13,901+15.3% | $13,397+19.6% |