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 | $61,043 | $185,822-67.1% | $169,993-64.1% | $139,434-56.2% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 13.50% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,461 | $7,590-41.2% | $6,785-34.3% | $4,751-6.1% |
| Participant deferral / active EE | $4,726 | $11,622-59.3% | $10,408-54.6% | $6,710-29.6% |
| Admin fee / account holder | $24,910 | $15,381+62.0% | $12,815+94.4% | $11,403+118.5% |