Filed October 18, 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 | $30,525 | $68,719-55.6% | $91,541-66.7% | $84,808-64.0% |
| Participation rate | 79.6% | 64.5%+15.1pp | 69.8%+9.8pp | 68.3%+11.3pp |
| Annual return | 17.72% | 19.12%-1.4pp | 20.50%-2.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,933 | $1,920+0.7% | $2,505-22.8% | $2,631-26.5% |
| Participant deferral / active EE | $3,805 | $3,136+21.4% | $4,008-5.1% | $4,212-9.6% |
| Admin fee / account holder | $3,340 | $5,786-42.3% | $6,956-52.0% | $7,344-54.5% |