Filed September 20, 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 | $139,018 | $56,897+144.3% | $84,750+64.0% | $62,891+121.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.68% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,717 | $2,400+54.9% | $3,574+4.0% | $2,281+62.9% |
| Participant deferral / active EE | $12,170 | $2,709+349.2% | $3,712+227.9% | $3,203+280.0% |
| Admin fee / account holder | $3,119 | $3,581-12.9% | $5,332-41.5% | $4,296-27.4% |