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 | $239,001 | $201,272+18.7% | $184,203+29.7% | $145,922+63.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.14% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,442 | $7,022-36.7% | $6,427-30.9% | $4,660-4.7% |
| Participant deferral / active EE | $12,267 | $9,806+25.1% | $9,131+34.3% | $6,688+83.4% |
| Admin fee / account holder | $33,984 | $16,364+107.7% | $13,901+144.5% | $13,397+153.7% |