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 | $35,572 | $110,094-67.7% | $151,611-76.5% | $68,494-48.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -16.71% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,974 | $4,471-55.9% | $6,166-68.0% | $2,596-24.0% |
| Participant deferral / active EE | $3,415 | $6,527-47.7% | $8,363-59.2% | $4,027-15.2% |
| Admin fee / account holder | $2,032 | $7,719-73.7% | $11,616-82.5% | $5,403-62.4% |