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 | $90,103 | $54,350+65.8% | $82,719+8.9% | $68,494+31.5% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.5pp | 67.9%+27.2pp |
| Annual return | -16.16% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,123 | $2,218+131.0% | $3,009+70.3% | $2,596+97.3% |
| Participant deferral / active EE | $9,619 | $3,246+196.3% | $4,395+118.9% | $4,027+138.9% |
| Admin fee / account holder | $15,560 | $4,395+254.0% | $5,329+192.0% | $5,403+188.0% |