Filed May 26, 2022 (most recent of 2 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 | $59,852 | $100,041-40.2% | $149,718-60.0% | $70,131-14.7% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 16.19% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,357 | $3,662-62.9% | $5,445-75.1% | $2,342-42.0% |
| Participant deferral / active EE | $4,118 | $4,983-17.4% | $6,569-37.3% | $3,332+23.6% |
| Admin fee / account holder | $3,966 | $8,286-52.1% | $11,283-64.8% | $4,645-14.6% |