Filed January 31, 2022 (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 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 | $46,229 | $46,869-1.4% | $122,332-62.2% | $70,131-34.1% |
| Participation rate | 95.1% | 58.2%+36.9pp | 71.6%+23.4pp | 69.5%+25.5pp |
| Annual return | 16.85% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,905 | $1,288+358.6% | $4,050+45.8% | $2,342+152.1% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $665 | $3,322-80.0% | $5,478-87.9% | $4,645-85.7% |