Filed May 11, 2023 (most recent of 2 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 | $56,391 | $43,327+30.2% | $59,878-5.8% | $64,186-12.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.71% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,319 | $2,028+14.3% | $2,722-14.8% | $2,381-2.6% |
| Participant deferral / active EE | $6,880 | $2,546+170.2% | $3,402+102.2% | $3,470+98.3% |
| Admin fee / account holder | $5,496 | $3,005+82.9% | $3,590+53.1% | $4,888+12.4% |