Filed October 27, 2022 (most recent of 4 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 3-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 | $132,603 | $132,049+0.4% | $200,582-33.9% | $74,304+78.5% |
| Participation rate | 92.2% | 84.1%+8.2pp | 86.9%+5.4pp | 60.3%+31.9pp |
| Annual return | 18.95% | 22.22%-3.3pp | 42.33%-23.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $5,965 | $4,558+30.9% | $6,419-7.1% | $2,241+166.2% |
| Participant deferral / active EE | $9,812 | $7,213+36.0% | $9,331+5.2% | $3,767+160.5% |
| Admin fee / account holder | $16,452 | $2,405+584.2% | $16,305+0.9% | $2,969+454.1% |