Filed August 12, 2022 (most recent of 3 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 | $214,681 | $90,600+137.0% | $79,464+170.2% | $135,375+58.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.34% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,014 | $3,068+63.4% | $2,800+79.1% | $4,779+4.9% |
| Participant deferral / active EE | $9,660 | $4,050+138.5% | $3,704+160.8% | $5,609+72.2% |
| Admin fee / account holder | $5,622 | $5,907-4.8% | $5,113+10.0% | $10,827-48.1% |