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 | $128,262 | $97,757+31.2% | $83,848+53.0% | $135,375-5.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.31% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $7,708 | $4,222+82.6% | $3,631+112.3% | $4,779+61.3% |
| Participant deferral / active EE | $6,368 | $4,682+36.0% | $4,082+56.0% | $5,609+13.5% |
| Admin fee / account holder | $2,903 | $6,674-56.5% | $5,478-47.0% | $10,827-73.2% |