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 | $206,325 | $138,065+49.4% | $123,544+67.0% | $135,375+52.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.33% | 153.68%-150.4pp | 119.20%-115.9pp | 519.73%-516.4pp |
| Employer contribution / active EE | $13,840 | $5,151+168.7% | $4,628+199.1% | $4,779+189.6% |
| Participant deferral / active EE | $10,448 | $6,799+53.7% | $6,426+62.6% | $5,609+86.3% |
| Admin fee / account holder | $891 | $10,916-91.8% | $9,284-90.4% | $10,827-91.8% |