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 | $154,948 | $54,762+182.9% | $90,281+71.6% | $72,985+112.3% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 20.35% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,601 | $2,092+167.7% | $2,854+96.2% | $2,440+129.6% |
| Participant deferral / active EE | $11,578 | $2,887+301.1% | $3,885+198.0% | $3,607+221.0% |
| Admin fee / account holder | $11,398 | $3,972+187.0% | $5,351+113.0% | $5,124+122.4% |