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 | $57,239 | $138,347-58.6% | $184,203-68.9% | $80,856-29.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 86.8%-13.1pp | 67.6%+6.0pp |
| Annual return | 14.38% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,628 | $4,850-66.4% | $6,427-74.7% | $2,755-40.9% |
| Participant deferral / active EE | $3,623 | $7,071-48.8% | $9,131-60.3% | $4,296-15.7% |
| Admin fee / account holder | $3,429 | $10,483-67.3% | $13,901-75.3% | $6,918-50.4% |