Filed July 28, 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 9-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 | $67,676 | $45,152+49.9% | $73,843-8.4% | $59,632+13.5% |
| Participation rate | 95.7% | 64.0%+31.7pp | 73.4%+22.3pp | 68.7%+27.0pp |
| Annual return | 4.34% | 27.40%-23.1pp | 2267.84%-2263.5pp | 2041.28%-2036.9pp |
| Employer contribution / active EE | $6,718 | $1,902+253.2% | $2,787+141.0% | $2,203+205.0% |
| Participant deferral / active EE | $6,017 | $2,574+133.8% | $3,583+67.9% | $3,192+88.5% |
| Admin fee / account holder | $3,785 | $3,516+7.7% | $4,880-22.4% | $4,297-11.9% |