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 | $162,426 | $138,347+17.4% | $184,203-11.8% | $80,856+100.9% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 16.43% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $7,903 | $4,850+62.9% | $6,427+23.0% | $2,755+186.9% |
| Participant deferral / active EE | $7,407 | $7,071+4.8% | $9,131-18.9% | $4,296+72.4% |
| Admin fee / account holder | $15,007 | $10,483+43.1% | $13,901+8.0% | $6,918+116.9% |