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 | $248,885 | $167,484+48.6% | $151,611+64.2% | $134,475+85.1% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -12.75% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,430 | $6,829-35.1% | $6,166-28.2% | $4,740-6.5% |
| Participant deferral / active EE | $12,641 | $8,986+40.7% | $8,363+51.2% | $6,400+97.5% |
| Admin fee / account holder | $31,712 | $13,783+130.1% | $11,616+173.0% | $11,426+177.5% |