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 | $68,692 | $53,777+27.7% | $134,143-48.8% | $79,858-14.0% |
| Participation rate | 81.0% | 58.8%+22.2pp | 72.2%+8.8pp | 69.6%+11.3pp |
| Annual return | 148.27% | 19.01%+129.3pp | 36.33%+111.9pp | 31.71%+116.6pp |
| Employer contribution / active EE | $2,879 | $1,321+117.9% | $3,704-22.3% | $2,471+16.5% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,175 | $3,984-70.5% | $6,684-82.4% | $5,306-77.9% |