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 | $216,575 | $83,477+159.4% | $125,175+73.0% | $72,985+196.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.03% | 25.78%-3.7pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,974 | $2,345+112.1% | $3,865+28.7% | $2,440+103.9% |
| Participant deferral / active EE | $8,184 | $3,585+128.3% | $4,937+65.8% | $3,607+126.9% |
| Admin fee / account holder | $3,103 | $5,517-43.8% | $9,702-68.0% | $5,124-39.5% |