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 | $149,274 | $138,347+7.9% | $184,203-19.0% | $80,856+84.6% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 16.88% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,818 | $4,850-62.5% | $6,427-71.7% | $2,755-34.0% |
| Participant deferral / active EE | $6,488 | $7,071-8.2% | $9,131-28.9% | $4,296+51.0% |
| Admin fee / account holder | $1,205 | $10,483-88.5% | $13,901-91.3% | $6,918-82.6% |