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 | $124,400 | $54,762+127.2% | $90,281+37.8% | $72,985+70.4% |
| Participation rate | 89.7% | 65.1%+24.6pp | 73.3%+16.5pp | 69.5%+20.3pp |
| Annual return | 20.10% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,941 | $2,092+88.4% | $2,854+38.1% | $2,440+61.5% |
| Participant deferral / active EE | $7,907 | $2,887+173.9% | $3,885+103.5% | $3,607+119.2% |
| Admin fee / account holder | $26,363 | $3,972+563.7% | $5,351+392.7% | $5,124+414.5% |