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 | $64,093 | $92,703-30.9% | $82,719-22.5% | $134,475-52.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.42% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,780 | $3,274+15.5% | $3,009+25.6% | $4,740-20.3% |
| Participant deferral / active EE | $6,556 | $4,802+36.5% | $4,395+49.2% | $6,400+2.4% |
| Admin fee / account holder | $229,642 | $5,983+3738.6% | $5,329+4209.4% | $11,426+1909.8% |