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 | $245,820 | $142,344+72.7% | $119,609+105.5% | $134,475+82.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -12.07% | -12.44%+0.4pp | -14.97%+2.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,646 | $5,222+8.1% | $4,232+33.4% | $4,740+19.1% |
| Participant deferral / active EE | $11,254 | $6,469+74.0% | $5,602+100.9% | $6,400+75.8% |
| Admin fee / account holder | $66,953 | $13,584+392.9% | $10,323+548.6% | $11,426+486.0% |