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 | $95,893 | $76,552+25.3% | $123,892-22.6% | $62,891+52.5% |
| Participation rate | 87.8% | 73.0%+14.9pp | 81.4%+6.4pp | 69.3%+18.5pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $572 | $2,883-80.1% | $4,617-87.6% | $2,281-74.9% |
| Participant deferral / active EE | $5,237 | $4,840+8.2% | $5,984-12.5% | $3,203+63.5% |
| Admin fee / account holder | $6,554 | $4,826+35.8% | $8,357-21.6% | $4,296+52.6% |