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 | $156,658 | $137,414+14.0% | $189,513-17.3% | $85,850+82.5% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 13.90% | 38.14%-24.2pp | 555.15%-541.3pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,560 | $4,344+51.0% | $6,162+6.5% | $2,565+155.7% |
| Participant deferral / active EE | $6,044 | $6,260-3.4% | $8,221-26.5% | $3,952+53.0% |
| Admin fee / account holder | $8,915 | $8,630+3.3% | $12,045-26.0% | $6,260+42.4% |