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 | $90,249 | $110,094-18.0% | $151,611-40.5% | $68,494+31.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.58% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $6,314 | $4,471+41.2% | $6,166+2.4% | $2,596+143.2% |
| Participant deferral / active EE | $6,113 | $6,527-6.3% | $8,363-26.9% | $4,027+51.8% |
| Admin fee / account holder | $2,965 | $7,719-61.6% | $11,616-74.5% | $5,403-45.1% |