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.
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 | $79,699 | $167,484-52.4% | $151,611-47.4% | $134,475-40.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.68% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,706 | $6,829-75.0% | $6,166-72.3% | $4,740-64.0% |
| Participant deferral / active EE | $4,501 | $8,986-49.9% | $8,363-46.2% | $6,400-29.7% |
| Admin fee / account holder | $8,647 | $13,783-37.3% | $11,616-25.6% | $11,426-24.3% |