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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,421 | $183,963+44.8% | $162,163+64.3% | $152,861+74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.29% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,442 | $6,371-46.0% | $5,614-38.7% | $4,762-27.7% |
| Participant deferral / active EE | $13,633 | $8,034+69.7% | $7,298+86.8% | $5,850+133.0% |
| Admin fee / account holder | $6,075 | $13,121-53.7% | $10,843-44.0% | $11,596-47.6% |