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 | $248,459 | $92,703+168.0% | $82,719+200.4% | $134,475+84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.59% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,477 | $3,274+67.3% | $3,009+82.0% | $4,740+15.6% |
| Participant deferral / active EE | $9,960 | $4,802+107.4% | $4,395+126.6% | $6,400+55.6% |
| Admin fee / account holder | $64,002 | $5,983+969.8% | $5,329+1101.0% | $11,426+460.1% |