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 | $202,098 | $60,124+236.1% | $90,404+123.6% | $79,858+153.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 26.22% | 71.94%-45.7pp | 1293.02%-1266.8pp | 31.71%-5.5pp |
| Employer contribution / active EE | $5,365 | $2,068+159.5% | $3,262+64.5% | $2,471+117.1% |
| Participant deferral / active EE | $10,455 | $2,938+255.8% | $3,963+163.8% | $3,740+179.5% |
| Admin fee / account holder | $3,587 | $3,976-9.8% | $5,611-36.1% | $5,306-32.4% |