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 | $304,390 | $197,591+54.1% | $177,821+71.2% | $158,922+91.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 12.19% | 58.76%-46.6pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,127 | $6,697-53.3% | $5,918-47.2% | $4,761-34.3% |
| Participant deferral / active EE | $11,556 | $8,405+37.5% | $7,714+49.8% | $5,982+93.2% |
| Admin fee / account holder | $4,884 | $15,399-68.3% | $12,427-60.7% | $11,246-56.6% |