Filed November 15, 2022 (most recent of 3 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 | $88,997 | $171,865-48.2% | $149,718-40.6% | $147,584-39.7% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 13.31% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $4,006 | $6,275-36.2% | $5,445-26.4% | $4,876-17.9% |
| Participant deferral / active EE | $3,111 | $7,271-57.2% | $6,569-52.6% | $5,439-42.8% |
| Admin fee / account holder | $1,473 | $13,799-89.3% | $11,283-86.9% | $10,885-86.5% |