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 | $217,778 | $102,966+111.5% | $90,281+141.2% | $152,861+42.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.86% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,701 | $3,139+49.8% | $2,854+64.7% | $4,762-1.3% |
| Participant deferral / active EE | $7,989 | $4,281+86.6% | $3,885+105.6% | $5,850+36.6% |
| Admin fee / account holder | $7,317 | $6,171+18.6% | $5,351+36.7% | $11,596-36.9% |