Filed February 28, 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 | $88,451 | $63,346+39.6% | $92,233-4.1% | $70,131+26.1% |
| Participation rate | 98.4% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 17.35% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,164 | $2,471+28.0% | $3,679-14.0% | $2,342+35.1% |
| Participant deferral / active EE | $6,328 | $2,854+121.8% | $3,897+62.4% | $3,332+89.9% |
| Admin fee / account holder | $1,171 | $3,840-69.5% | $5,194-77.4% | $4,645-74.8% |