Filed March 7, 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 | $70,124 | $82,032-14.5% | $123,104-43.0% | $59,632+17.6% |
| Participation rate | 94.9% | 83.2%+11.7pp | 86.8%+8.2pp | 68.7%+26.3pp |
| Annual return | 0.03% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,466 | $3,297-55.5% | $5,151-71.5% | $2,203-33.4% |
| Participant deferral / active EE | $4,086 | $4,667-12.4% | $6,230-34.4% | $3,192+28.0% |
| Admin fee / account holder | $4,145 | $5,881-29.5% | $9,015-54.0% | $4,297-3.5% |