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 | $241,902 | $102,966+134.9% | $90,281+167.9% | $152,861+58.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.86% | 95.16%-79.3pp | 78.10%-62.2pp | 345.32%-329.5pp |
| Employer contribution / active EE | $4,705 | $3,139+49.9% | $2,854+64.8% | $4,762-1.2% |
| Participant deferral / active EE | $9,283 | $4,281+116.8% | $3,885+138.9% | $5,850+58.7% |
| Admin fee / account holder | $21,351 | $6,171+246.0% | $5,351+299.0% | $11,596+84.1% |