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 | $332,946 | $209,832+58.7% | $189,513+75.7% | $167,490+98.8% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 11.47% | 748.27%-736.8pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,485 | $6,914-49.6% | $6,162-43.4% | $4,837-28.0% |
| Participant deferral / active EE | $13,235 | $8,935+48.1% | $8,221+61.0% | $6,341+108.7% |
| Admin fee / account holder | $4,495 | $14,293-68.6% | $12,045-62.7% | $12,309-63.5% |