Filed July 27, 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 | $169,387 | $99,020+71.1% | $86,590+95.6% | $147,584+14.8% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 18.26% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,398 | $3,132+40.4% | $2,839+54.9% | $4,876-9.8% |
| Participant deferral / active EE | $6,679 | $3,972+68.1% | $3,609+85.1% | $5,439+22.8% |
| Admin fee / account holder | $599 | $5,710-89.5% | $4,906-87.8% | $10,885-94.5% |