Filed July 1, 2022 (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 | $135,040 | $137,414-1.7% | $189,513-28.7% | $85,850+57.3% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 40.41% | 38.14%+2.3pp | 555.15%-514.7pp | 318.53%-278.1pp |
| Employer contribution / active EE | $1,703 | $4,344-60.8% | $6,162-72.4% | $2,565-33.6% |
| Participant deferral / active EE | $5,539 | $6,260-11.5% | $8,221-32.6% | $3,952+40.2% |
| Admin fee / account holder | $6,803 | $8,630-21.2% | $12,045-43.5% | $6,260+8.7% |