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 | $152,165 | $125,758+21.0% | $169,993-10.5% | $75,163+102.4% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 21.57% | 27.20%-5.6pp | 53.37%-31.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $7,513 | $4,615+62.8% | $6,785+10.7% | $2,670+181.4% |
| Participant deferral / active EE | $7,382 | $6,837+8.0% | $10,408-29.1% | $4,125+79.0% |
| Admin fee / account holder | $5,180 | $8,173-36.6% | $12,815-59.6% | $5,651-8.3% |