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 | $133,108 | $116,875+13.9% | $146,762-9.3% | $116,875+13.9% |
| Participation rate | 98.1% | 74.5%+23.6pp | 81.7%+16.4pp | 74.5%+23.6pp |
| Annual return | 17.63% | 16.29%+1.3pp | -2.96%+20.6pp | 16.29%+1.3pp |
| Employer contribution / active EE | $4,050 | $3,288+23.2% | $3,453+17.3% | $3,288+23.2% |
| Participant deferral / active EE | $6,094 | $3,885+56.9% | $3,550+71.7% | $3,885+56.9% |
| Admin fee / account holder | $18,247 | $12,263+48.8% | $14,221+28.3% | $12,263+48.8% |