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 | $241,374 | $54,705+341.2% | $71,209+239.0% | $84,808+184.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.79% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $26,138 | $2,158+1111.3% | $2,721+860.6% | $2,631+893.5% |
| Participant deferral / active EE | $18,469 | $3,030+509.5% | $4,175+342.4% | $4,212+338.5% |
| Admin fee / account holder | $5,472 | $4,863+12.5% | $5,349+2.3% | $7,344-25.5% |