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 | $76,773 | $171,865-55.3% | $149,718-48.7% | $147,584-48.0% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 10.29% | 2113.22%-2102.9pp | 1501.63%-1491.3pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,027 | $6,275-51.8% | $5,445-44.4% | $4,876-37.9% |
| Participant deferral / active EE | $3,215 | $7,271-55.8% | $6,569-51.1% | $5,439-40.9% |
| Admin fee / account holder | $365 | $13,799-97.4% | $11,283-96.8% | $10,885-96.6% |