Filed October 10, 2022 (most recent of 5 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 | $87,200 | $109,881-20.6% | $150,045-41.9% | $84,808+2.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 18.79% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,002 | $3,561+40.5% | $4,693+6.6% | $2,631+90.1% |
| Participant deferral / active EE | $10,685 | $6,636+61.0% | $7,997+33.6% | $4,212+153.7% |
| Admin fee / account holder | $4,250 | $8,568-50.4% | $13,435-68.4% | $7,344-42.1% |