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 | $209,684 | $185,822+12.8% | $169,993+23.3% | $139,434+50.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 13.61% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,554 | $7,590-40.0% | $6,785-32.9% | $4,751-4.1% |
| Participant deferral / active EE | $12,907 | $11,622+11.1% | $10,408+24.0% | $6,710+92.4% |
| Admin fee / account holder | $84,037 | $15,381+446.4% | $12,815+555.8% | $11,403+637.0% |