Filed December 15, 2021 (most recent of 4 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,803 | $183,963+130.9% | $162,163+162.0% | $152,861+177.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 23.51% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,482 | $6,371+17.4% | $5,614+33.3% | $4,762+57.1% |
| Participant deferral / active EE | $13,389 | $8,034+66.7% | $7,298+83.5% | $5,850+128.9% |
| Admin fee / account holder | $12,253 | $13,121-6.6% | $10,843+13.0% | $11,596+5.7% |