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 | $165,383 | $63,346+161.1% | $92,233+79.3% | $70,131+135.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.50% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,675 | $2,471+48.7% | $3,679-0.1% | $2,342+56.9% |
| Participant deferral / active EE | $11,245 | $2,854+294.0% | $3,897+188.6% | $3,332+237.5% |
| Admin fee / account holder | $1,295 | $3,840-66.3% | $5,194-75.1% | $4,645-72.1% |