Filed March 1, 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 | $69,947 | $125,758-44.4% | $169,993-58.9% | $75,163-6.9% |
| Participation rate | 70.5% | 83.6%-13.1pp | 87.0%-16.5pp | 67.2%+3.3pp |
| Annual return | 18.88% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,951 | $4,615-57.7% | $6,785-71.2% | $2,670-26.9% |
| Participant deferral / active EE | $4,268 | $6,837-37.6% | $10,408-59.0% | $4,125+3.5% |
| Admin fee / account holder | $3,571 | $8,173-56.3% | $12,815-72.1% | $5,651-36.8% |