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 | $106,749-18.3% | $145,433-40.0% | $82,448+5.8% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 18.79% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $5,002 | $3,444+45.2% | $4,554+9.8% | $2,551+96.1% |
| Participant deferral / active EE | $10,685 | $6,519+63.9% | $7,897+35.3% | $4,139+158.1% |
| Admin fee / account holder | $4,250 | $8,390-49.3% | $13,129-67.6% | $7,234-41.3% |