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 | $216,375 | $65,409+230.8% | $98,442+119.8% | $85,850+152.0% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 16.68% | 21.76%-5.1pp | 1492.73%-1476.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $5,256 | $2,168+142.5% | $2,960+77.6% | $2,565+104.9% |
| Participant deferral / active EE | $10,830 | $3,166+242.0% | $4,276+153.3% | $3,952+174.1% |
| Admin fee / account holder | $12,306 | $4,593+168.0% | $5,949+106.9% | $6,260+96.6% |