Filed March 8, 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 | $98,513 | $72,177+36.5% | $115,037-14.4% | $59,632+65.2% |
| Participation rate | 84.5% | 72.6%+12.0pp | 81.4%+3.1pp | 68.7%+15.8pp |
| Annual return | 0.73% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $564 | $2,841-80.1% | $4,608-87.8% | $2,203-74.4% |
| Participant deferral / active EE | $5,292 | $4,783+10.6% | $6,026-12.2% | $3,192+65.8% |
| Admin fee / account holder | $1,753 | $4,927-64.4% | $8,175-78.6% | $4,297-59.2% |