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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,612 | $78,672+415.6% | $109,143+271.6% | $85,850+372.5% |
| Participation rate | 98.6% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.2pp |
| Annual return | 17.03% | 25.09%-8.1pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $25,641 | $2,735+837.6% | $3,722+588.9% | $2,565+899.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $24,977 | $5,469+356.7% | $6,752+269.9% | $6,260+299.0% |