Filed July 5, 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 | $114,850 | $109,359+5.0% | $162,163-29.2% | $72,985+57.4% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 20.84% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,554 | $3,907+16.6% | $5,614-18.9% | $2,440+86.7% |
| Participant deferral / active EE | $4,318 | $5,481-21.2% | $7,298-40.8% | $3,607+19.7% |
| Admin fee / account holder | $13,673 | $7,972+71.5% | $10,843+26.1% | $5,124+166.8% |