Filed July 18, 2022 (most recent of 3 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 | $60,978 | $110,094-44.6% | $151,611-59.8% | $68,494-11.0% |
| Participation rate | 89.1% | 84.0%+5.1pp | 87.5%+1.6pp | 67.9%+21.2pp |
| Annual return | -13.50% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,199 | $4,471-50.8% | $6,166-64.3% | $2,596-15.3% |
| Participant deferral / active EE | $3,323 | $6,527-49.1% | $8,363-60.3% | $4,027-17.5% |
| Admin fee / account holder | $3,246 | $7,719-58.0% | $11,616-72.1% | $5,403-39.9% |