Filed September 2, 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 | $129,097 | $105,998+21.8% | $92,233+40.0% | $147,584-12.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.15% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $8,347 | $4,333+92.6% | $3,679+126.9% | $4,876+71.2% |
| Participant deferral / active EE | $6,839 | $4,478+52.7% | $3,897+75.5% | $5,439+25.8% |
| Admin fee / account holder | $3,764 | $6,332-40.6% | $5,194-27.5% | $10,885-65.4% |