Filed January 12, 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 | $120,352 | $110,094+9.3% | $151,611-20.6% | $68,494+75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.03% | -10.12%+0.1pp | 3.33%-13.4pp | -7.84%-2.2pp |
| Employer contribution / active EE | $6,600 | $4,471+47.6% | $6,166+7.0% | $2,596+154.2% |
| Participant deferral / active EE | $5,265 | $6,527-19.3% | $8,363-37.0% | $4,027+30.7% |
| Admin fee / account holder | $5,736 | $7,719-25.7% | $11,616-50.6% | $5,403+6.2% |