Filed May 9, 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 | $54,969 | $72,404-24.1% | $110,238-50.1% | $64,186-14.4% |
| Participation rate | 72.3% | 73.3%-1.0pp | 79.8%-7.5pp | 69.6%+2.7pp |
| Annual return | -3.67% | -6.29%+2.6pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,938 | $2,282-15.1% | $3,826-49.4% | $2,381-18.6% |
| Participant deferral / active EE | $3,949 | $3,469+13.8% | $4,672-15.5% | $3,470+13.8% |
| Admin fee / account holder | $5,651 | $5,664-0.2% | $8,547-33.9% | $4,888+15.6% |