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 | $100,997 | $64,480+56.6% | $81,382+24.1% | $80,856+24.9% |
| Participation rate | 98.4% | 63.9%+34.5pp | 69.5%+28.9pp | 67.6%+30.7pp |
| Annual return | 14.75% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,104 | $1,978+208.5% | $2,463+147.8% | $2,755+121.6% |
| Participant deferral / active EE | $5,705 | $3,094+84.4% | $3,883+46.9% | $4,296+32.8% |
| Admin fee / account holder | $12,104 | $5,671+113.4% | $5,768+109.8% | $6,918+75.0% |