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 | $212,394 | $165,335+28.5% | $149,696+41.9% | $158,922+33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.45% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $12,568 | $5,103+146.3% | $4,644+170.6% | $4,761+164.0% |
| Participant deferral / active EE | $11,072 | $7,181+54.2% | $6,842+61.8% | $5,982+85.1% |
| Admin fee / account holder | $36,556 | $10,807+238.3% | $9,309+292.7% | $11,246+225.1% |