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 | $110,570 | $138,347-20.1% | $184,203-40.0% | $80,856+36.7% |
| Participation rate | 70.2% | 83.9%-13.6pp | 86.8%-16.6pp | 67.6%+2.6pp |
| Annual return | 14.15% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,967 | $4,850-38.8% | $6,427-53.8% | $2,755+7.7% |
| Participant deferral / active EE | $5,983 | $7,071-15.4% | $9,131-34.5% | $4,296+39.3% |
| Admin fee / account holder | $16,073 | $10,483+53.3% | $13,901+15.6% | $6,918+132.3% |