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 | $39,809 | $43,723-9.0% | $121,196-67.2% | $64,186-38.0% |
| Participation rate | 98.3% | 58.3%+40.0pp | 71.7%+26.6pp | 69.6%+28.8pp |
| Annual return | -4.44% | 68.91%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,641 | $1,296+258.1% | $4,022+15.4% | $2,381+94.9% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,689 | $3,501-23.2% | $5,019-46.4% | $4,888-45.0% |