Filed June 20, 2022 (most recent of 3 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 | $197,826 | $78,705+151.4% | $117,854+67.9% | $70,131+182.1% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.5pp | 69.5%+21.6pp |
| Annual return | 14.83% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,636 | $2,223+108.5% | $3,786+22.4% | $2,342+97.9% |
| Participant deferral / active EE | $7,691 | $3,297+133.3% | $4,482+71.6% | $3,332+130.9% |
| Admin fee / account holder | $14,457 | $5,065+185.4% | $8,020+80.3% | $4,645+211.2% |