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 | $94,190 | $214,378-56.1% | $200,582-53.0% | $142,382-33.8% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 15.25% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,686 | $6,841-75.4% | $6,419-73.7% | $4,299-60.8% |
| Participant deferral / active EE | $5,497 | $9,865-44.3% | $9,331-41.1% | $6,507-15.5% |
| Admin fee / account holder | $4,844 | $17,692-72.6% | $16,305-70.3% | $12,624-61.6% |