Filed June 17, 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 | $120,521 | $48,076+150.7% | $78,689+53.2% | $62,891+91.6% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.6%+14.4pp | 69.3%+18.7pp |
| Annual return | 10.33% | 31.35%-21.0pp | 62.18%-51.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,007 | $2,015+98.9% | $2,851+40.6% | $2,281+75.7% |
| Participant deferral / active EE | $8,003 | $2,588+209.3% | $3,517+127.6% | $3,203+149.9% |
| Admin fee / account holder | $1,051 | $3,207-67.2% | $4,510-76.7% | $4,296-75.5% |