Filed March 22, 2022 (most recent of 5 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 | $192,279 | $150,440+27.8% | $136,294+41.1% | $147,584+30.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $10,485 | $5,256+99.5% | $4,695+123.3% | $4,876+115.0% |
| Participant deferral / active EE | $9,437 | $6,630+42.3% | $6,247+51.1% | $5,439+73.5% |
| Admin fee / account holder | $17,206 | $10,905+57.8% | $9,243+86.1% | $10,885+58.1% |