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 | $326,799 | $167,484+95.1% | $151,611+115.6% | $134,475+143.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -18.37% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $11,128 | $6,829+62.9% | $6,166+80.5% | $4,740+134.8% |
| Participant deferral / active EE | $21,792 | $8,986+142.5% | $8,363+160.6% | $6,400+240.5% |
| Admin fee / account holder | $55,153 | $13,783+300.2% | $11,616+374.8% | $11,426+382.7% |