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 | $100,963 | $137,414-26.5% | $189,513-46.7% | $85,850+17.6% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.1pp |
| Annual return | 14.44% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,692 | $4,344+31.0% | $6,162-7.6% | $2,565+121.9% |
| Participant deferral / active EE | $5,423 | $6,260-13.4% | $8,221-34.0% | $3,952+37.2% |
| Admin fee / account holder | $42,418 | $8,630+391.5% | $12,045+252.2% | $6,260+577.6% |