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 | $70,314 | $54,350+29.4% | $82,719-15.0% | $68,494+2.7% |
| Participation rate | 75.4% | 63.9%+11.5pp | 72.6%+2.9pp | 67.9%+7.6pp |
| Annual return | -18.23% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,491 | $2,218+12.3% | $3,009-17.2% | $2,596-4.0% |
| Participant deferral / active EE | $5,331 | $3,246+64.2% | $4,395+21.3% | $4,027+32.4% |
| Admin fee / account holder | $6,579 | $4,395+49.7% | $5,329+23.5% | $5,403+21.8% |