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 | $65,341 | $45,073+45.0% | $69,455-5.9% | $72,985-10.5% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 25.19% | 22.65%+2.5pp | 28.97%-3.8pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,152 | $2,054+4.8% | $2,779-22.6% | $2,440-11.8% |
| Participant deferral / active EE | $6,986 | $2,602+168.5% | $3,535+97.6% | $3,607+93.6% |
| Admin fee / account holder | $2,372 | $3,056-22.4% | $3,839-38.2% | $5,124-53.7% |