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 | $146,578 | $53,127+175.9% | $86,590+69.3% | $70,131+109.0% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 14.70% | 27.66%-13.0pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $4,903 | $2,068+137.1% | $2,839+72.7% | $2,342+109.3% |
| Participant deferral / active EE | $10,417 | $2,696+286.4% | $3,609+188.7% | $3,332+212.7% |
| Admin fee / account holder | $12,980 | $3,585+262.0% | $4,906+164.6% | $4,645+179.4% |