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 | $174,758 | $72,404+141.4% | $110,238+58.5% | $64,186+172.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,002 | $2,282+119.2% | $3,826+30.7% | $2,381+110.1% |
| Participant deferral / active EE | $8,334 | $3,469+140.2% | $4,672+78.4% | $3,470+140.2% |
| Admin fee / account holder | $45,403 | $5,664+701.6% | $8,547+431.2% | $4,888+828.9% |