Filed February 11, 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 | $75,680 | $153,772-50.8% | $133,980-43.5% | $273,961-72.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.22% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,079 | $6,029-32.3% | $5,211-21.7% | $4,869-16.2% |
| Participant deferral / active EE | $4,436 | $6,958-36.3% | $6,282-29.4% | $5,287-16.1% |
| Admin fee / account holder | $22,146 | $11,765+88.2% | $9,324+137.5% | $10,132+118.6% |