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 | $105,481 | $110,094-4.2% | $151,611-30.4% | $68,494+54.0% |
| Participation rate | 75.3% | 84.0%-8.6pp | 87.5%-12.2pp | 67.9%+7.5pp |
| Annual return | -13.66% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,845 | $4,471-58.7% | $6,166-70.1% | $2,596-28.9% |
| Participant deferral / active EE | $5,506 | $6,527-15.6% | $8,363-34.2% | $4,027+36.7% |
| Admin fee / account holder | $3,225 | $7,719-58.2% | $11,616-72.2% | $5,403-40.3% |