Filed December 2, 2021 (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 | $91,749 | $123,793-25.9% | $177,821-48.4% | $79,858+14.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.91% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,057 | $4,095-0.9% | $5,918-31.4% | $2,471+64.2% |
| Participant deferral / active EE | $6,240 | $5,956+4.8% | $7,714-19.1% | $3,740+66.8% |
| Admin fee / account holder | $3,241 | $7,243-55.2% | $12,427-73.9% | $5,306-38.9% |