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 | $98,763 | $57,281+72.4% | $86,612+14.0% | $75,163+31.4% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 16.07% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,021 | $2,314+116.9% | $3,022+66.1% | $2,670+88.0% |
| Participant deferral / active EE | $8,130 | $3,318+145.1% | $4,438+83.2% | $4,125+97.1% |
| Admin fee / account holder | $8,523 | $4,112+107.3% | $5,614+51.8% | $5,651+50.8% |