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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,921 | $88,751+360.7% | $81,812+399.8% | $145,922+180.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 11.06% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,724 | $3,083+85.6% | $2,912+96.5% | $4,660+22.8% |
| Participant deferral / active EE | $12,950 | $4,643+178.9% | $4,319+199.9% | $6,688+93.6% |
| Admin fee / account holder | $5,869 | $8,415-30.3% | $7,386-20.5% | $13,397-56.2% |