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 | $127,810 | $61,605+107.5% | $112,229+13.9% | $75,163+70.0% |
| Participation rate | 87.3% | 61.7%+25.6pp | 72.4%+14.8pp | 67.2%+20.1pp |
| Annual return | 18.64% | 28.47%-9.8pp | 30.20%-11.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,269 | $2,015+111.8% | $3,430+24.5% | $2,670+59.9% |
| Participant deferral / active EE | $9,819 | $3,108+215.9% | $4,798+104.7% | $4,125+138.0% |
| Admin fee / account holder | $10,662 | $4,862+119.3% | $7,748+37.6% | $5,651+88.7% |