Filed July 7, 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 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 | $60,553 | $109,359-44.6% | $162,163-62.7% | $72,985-17.0% |
| Participation rate | 88.1% | 84.3%+3.8pp | 87.6%+0.5pp | 69.5%+18.6pp |
| Annual return | 20.23% | 25.46%-5.2pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,311 | $3,907-40.9% | $5,614-58.8% | $2,440-5.3% |
| Participant deferral / active EE | $3,151 | $5,481-42.5% | $7,298-56.8% | $3,607-12.6% |
| Admin fee / account holder | $1,396 | $7,972-82.5% | $10,843-87.1% | $5,124-72.8% |