Filed July 5, 2022 (most recent of 8 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 | $120,855 | $109,359+10.5% | $162,163-25.5% | $72,985+65.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.97% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $5,014 | $3,907+28.3% | $5,614-10.7% | $2,440+105.5% |
| Participant deferral / active EE | $5,652 | $5,481+3.1% | $7,298-22.6% | $3,607+56.7% |
| Admin fee / account holder | $6,304 | $7,972-20.9% | $10,843-41.9% | $5,124+23.0% |