Filed November 23, 2021 (most recent of 2 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 9-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 | $23,556 | $43,327-45.6% | $59,878-60.7% | $64,186-63.3% |
| Participation rate | 85.2% | 69.2%+16.0pp | 74.7%+10.5pp | 69.6%+15.6pp |
| Annual return | 8.81% | -1.55%+10.4pp | 3.46%+5.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,627 | $2,028-19.8% | $2,722-40.2% | $2,381-31.7% |
| Participant deferral / active EE | $2,986 | $2,546+17.3% | $3,402-12.2% | $3,470-13.9% |
| Admin fee / account holder | $716 | $3,005-76.2% | $3,590-80.1% | $4,888-85.4% |