Filed January 24, 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 7-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 | $180,315 | $58,208+209.8% | $81,812+120.4% | $80,856+123.0% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | 20.40% | 41.66%-21.3pp | 773.79%-753.4pp | 35.59%-15.2pp |
| Employer contribution / active EE | $22,966 | $2,340+881.5% | $2,912+688.6% | $2,755+733.7% |
| Participant deferral / active EE | $16,415 | $3,281+400.3% | $4,319+280.1% | $4,296+282.1% |
| Admin fee / account holder | $13,173 | $4,981+164.4% | $7,386+78.4% | $6,918+90.4% |