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 | $72,712 | $167,484-56.6% | $151,611-52.0% | $134,475-45.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -8.58% | 7.80%-16.4pp | 3.33%-11.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $4,304 | $6,829-37.0% | $6,166-30.2% | $4,740-9.2% |
| Participant deferral / active EE | $4,633 | $8,986-48.4% | $8,363-44.6% | $6,400-27.6% |
| Admin fee / account holder | $23,214 | $13,783+68.4% | $11,616+99.8% | $11,426+103.2% |