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 | $110,467 | $85,766+28.8% | $136,294-18.9% | $70,131+57.5% |
| Participation rate | 90.7% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 18.13% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,032 | $2,966-65.2% | $4,695-78.0% | $2,342-56.0% |
| Participant deferral / active EE | $5,344 | $5,051+5.8% | $6,247-14.5% | $3,332+60.4% |
| Admin fee / account holder | $2,377 | $5,420-56.1% | $9,243-74.3% | $4,645-48.8% |