Filed December 14, 2022 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,909 | $171,865-44.8% | $149,718-36.6% | $147,584-35.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.14% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,119 | $6,275-82.2% | $5,445-79.4% | $4,876-77.1% |
| Participant deferral / active EE | $3,769 | $7,271-48.2% | $6,569-42.6% | $5,439-30.7% |
| Admin fee / account holder | $5,476 | $13,799-60.3% | $11,283-51.5% | $10,885-49.7% |