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 | $126,429 | $82,664+52.9% | $125,339+0.9% | $68,494+84.6% |
| Participation rate | 90.4% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.5pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,866 | $3,381-44.8% | $4,814-61.2% | $2,596-28.1% |
| Participant deferral / active EE | $6,464 | $6,110+5.8% | $7,446-13.2% | $4,027+60.5% |
| Admin fee / account holder | $13,845 | $6,275+120.6% | $10,010+38.3% | $5,403+156.3% |