Filed July 5, 2022 (most recent of 5 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 | $127,762 | $82,032+55.7% | $123,104+3.8% | $59,632+114.2% |
| Participation rate | 75.9% | 83.2%-7.3pp | 86.8%-10.9pp | 68.7%+7.2pp |
| Annual return | -0.97% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $6,635 | $3,297+101.3% | $5,151+28.8% | $2,203+201.2% |
| Participant deferral / active EE | $4,653 | $4,667-0.3% | $6,230-25.3% | $3,192+45.8% |
| Admin fee / account holder | $6,286 | $5,881+6.9% | $9,015-30.3% | $4,297+46.3% |