Filed December 16, 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 | $60,741 | $53,127+14.3% | $86,590-29.9% | $70,131-13.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.41% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,481 | $2,068+20.0% | $2,839-12.6% | $2,342+5.9% |
| Participant deferral / active EE | $5,210 | $2,696+93.3% | $3,609+44.4% | $3,332+56.4% |
| Admin fee / account holder | $15,125 | $3,585+321.8% | $4,906+208.3% | $4,645+225.6% |