Filed September 20, 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 | $186,692 | $49,177+279.6% | $79,464+134.9% | $64,186+190.9% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | 11.37% | -1.16%+12.5pp | 718.14%-706.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $9,939 | $2,076+378.7% | $2,800+254.9% | $2,381+317.5% |
| Participant deferral / active EE | $7,730 | $2,821+174.0% | $3,704+108.7% | $3,470+122.8% |
| Admin fee / account holder | $1,778 | $3,839-53.7% | $5,113-65.2% | $4,888-63.6% |