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 | $130,965 | $100,041+30.9% | $149,718-12.5% | $70,131+86.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 16.55% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $11,311 | $3,662+208.9% | $5,445+107.7% | $2,342+382.9% |
| Participant deferral / active EE | $4,776 | $4,983-4.1% | $6,569-27.3% | $3,332+43.4% |
| Admin fee / account holder | $10,791 | $8,286+30.2% | $11,283-4.4% | $4,645+132.3% |