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 | $130,855 | $49,177+166.1% | $79,464+64.7% | $64,186+103.9% |
| Participation rate | 84.8% | 65.0%+19.8pp | 73.3%+11.5pp | 69.6%+15.2pp |
| Annual return | -7.02% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,550 | $2,076+119.2% | $2,800+62.5% | $2,381+91.1% |
| Participant deferral / active EE | $8,896 | $2,821+215.3% | $3,704+140.2% | $3,470+156.4% |
| Admin fee / account holder | $11,336 | $3,839+195.3% | $5,113+121.7% | $4,888+131.9% |