Filed June 16, 2022 (most recent of 7 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 | $239,236 | $160,055+49.5% | $140,016+70.9% | $135,375+76.7% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | 1.15% | 911.38%-910.2pp | 651.12%-650.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $2,962 | $6,420-53.9% | $5,606-47.2% | $4,779-38.0% |
| Participant deferral / active EE | $11,810 | $7,642+54.5% | $6,927+70.5% | $5,609+110.6% |
| Admin fee / account holder | $9,259 | $13,328-30.5% | $10,705-13.5% | $10,827-14.5% |