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 | $91,470 | $201,272-54.6% | $184,203-50.3% | $145,922-37.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.17% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,745 | $7,022-75.1% | $6,427-72.8% | $4,660-62.5% |
| Participant deferral / active EE | $6,389 | $9,806-34.8% | $9,131-30.0% | $6,688-4.5% |
| Admin fee / account holder | $751 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |