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 | $114,565 | $123,793-7.5% | $177,821-35.6% | $79,858+43.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.95% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $5,736 | $4,095+40.1% | $5,918-3.1% | $2,471+132.2% |
| Participant deferral / active EE | $5,180 | $5,956-13.0% | $7,714-32.9% | $3,740+38.5% |
| Admin fee / account holder | $23,610 | $7,243+226.0% | $12,427+90.0% | $5,306+344.9% |