Filed March 1, 2023 (most recent of 4 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 | $111,416 | $56,357+97.7% | $104,294+6.8% | $68,494+62.7% |
| Participation rate | 89.1% | 63.3%+25.8pp | 73.3%+15.8pp | 67.9%+21.2pp |
| Annual return | -16.42% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,137 | $1,960+111.1% | $3,372+22.7% | $2,596+59.3% |
| Participant deferral / active EE | $9,579 | $3,077+211.3% | $4,625+107.1% | $4,027+137.9% |
| Admin fee / account holder | $8,071 | $4,903+64.6% | $7,339+10.0% | $5,403+49.4% |