Filed February 8, 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 | $66,314 | $121,341-45.3% | $189,513-65.0% | $79,386-16.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.85% | 21.08%-6.2pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,764 | $3,915-3.9% | $6,162-38.9% | $2,427+55.1% |
| Participant deferral / active EE | $4,312 | $6,395-32.6% | $8,221-47.5% | $4,046+6.6% |
| Admin fee / account holder | $2,921 | $651+348.5% | $12,045-75.7% | $626+366.3% |