Filed January 24, 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 | $165,676 | $84,695+95.6% | $73,843+124.4% | $125,391+32.1% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 10.99% | 3123.53%-3112.5pp | 2267.84%-2256.8pp | 282.22%-271.2pp |
| Employer contribution / active EE | $5,069 | $3,123+62.3% | $2,787+81.9% | $4,866+4.2% |
| Participant deferral / active EE | $8,838 | $3,992+121.4% | $3,583+146.7% | $5,352+65.2% |
| Admin fee / account holder | $956 | $5,691-83.2% | $4,880-80.4% | $9,540-90.0% |