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 | $155,620 | $98,750+57.6% | $149,696+4.0% | $79,858+94.9% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 22.90% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,605 | $3,216-50.1% | $4,644-65.4% | $2,471-35.0% |
| Participant deferral / active EE | $5,913 | $5,680+4.1% | $6,842-13.6% | $3,740+58.1% |
| Admin fee / account holder | $2,152 | $6,053-64.4% | $9,309-76.9% | $5,306-59.4% |