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 | $85,313 | $60,124+41.9% | $90,404-5.6% | $79,858+6.8% |
| Participation rate | 96.1% | 65.0%+31.1pp | 72.7%+23.4pp | 69.6%+26.4pp |
| Annual return | 20.04% | 71.94%-51.9pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,989 | $2,068+44.6% | $3,262-8.4% | $2,471+21.0% |
| Participant deferral / active EE | $5,962 | $2,938+102.9% | $3,963+50.4% | $3,740+59.4% |
| Admin fee / account holder | $3,262 | $3,976-18.0% | $5,611-41.9% | $5,306-38.5% |