Filed January 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,200 | $183,963-74.9% | $162,163-71.5% | $152,861-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.72% | 150.76%-137.0pp | 115.59%-101.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,147 | $6,371-82.0% | $5,614-79.6% | $4,762-75.9% |
| Participant deferral / active EE | $2,916 | $8,034-63.7% | $7,298-60.0% | $5,850-50.1% |
| Admin fee / account holder | $28,321 | $13,121+115.8% | $10,843+161.2% | $11,596+144.2% |