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 | $85,653 | $160,055-46.5% | $140,016-38.8% | $135,375-36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.37% | 911.38%-913.7pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,898 | $6,420-39.3% | $5,606-30.5% | $4,779-18.4% |
| Participant deferral / active EE | $2,942 | $7,642-61.5% | $6,927-57.5% | $5,609-47.5% |
| Admin fee / account holder | $7,360 | $13,328-44.8% | $10,705-31.3% | $10,827-32.0% |