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 | $104,210 | $125,758-17.1% | $169,993-38.7% | $75,163+38.6% |
| Participation rate | 74.7% | 83.6%-8.9pp | 87.0%-12.3pp | 67.2%+7.5pp |
| Annual return | 18.83% | 27.20%-8.4pp | 53.37%-34.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,048 | $4,615-55.6% | $6,785-69.8% | $2,670-23.3% |
| Participant deferral / active EE | $6,185 | $6,837-9.5% | $10,408-40.6% | $4,125+49.9% |
| Admin fee / account holder | $19,580 | $8,173+139.6% | $12,815+52.8% | $5,651+246.5% |