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 | $25,216 | $42,894-41.2% | $60,874-58.6% | $68,494-63.2% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -15.66% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,818 | $1,978+42.5% | $2,701+4.3% | $2,596+8.5% |
| Participant deferral / active EE | $3,346 | $2,867+16.7% | $3,817-12.3% | $4,027-16.9% |
| Admin fee / account holder | $1,888 | $3,101-39.1% | $3,224-41.4% | $5,403-65.1% |