Filed October 6, 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 | $78,213 | $54,229+44.2% | $70,092+11.6% | $68,494+14.2% |
| Participation rate | 97.2% | 64.5%+32.7pp | 70.5%+26.7pp | 67.9%+29.3pp |
| Annual return | -14.10% | -13.87%-0.2pp | 190.73%-204.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $6,688 | $2,018+231.4% | $2,559+161.4% | $2,596+157.6% |
| Participant deferral / active EE | $4,377 | $2,956+48.1% | $3,849+13.7% | $4,027+8.7% |
| Admin fee / account holder | $3,616 | $4,694-23.0% | $6,267-42.3% | $5,403-33.1% |