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 | $157,678 | $133,958+17.7% | $112,228+40.5% | $134,475+17.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.35% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $9,351 | $4,038+131.6% | $3,635+157.3% | $4,740+97.3% |
| Participant deferral / active EE | $6,736 | $5,291+27.3% | $4,728+42.5% | $6,400+5.3% |
| Admin fee / account holder | $4,974 | $7,489-33.6% | $6,410-22.4% | $11,426-56.5% |