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 | $193,932 | $138,044+40.5% | $125,339+54.7% | $134,475+44.2% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -15.24% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $8,365 | $5,243+59.5% | $4,814+73.8% | $4,740+76.5% |
| Participant deferral / active EE | $9,728 | $7,799+24.7% | $7,446+30.6% | $6,400+52.0% |
| Admin fee / account holder | $21,076 | $11,571+82.1% | $10,010+110.6% | $11,426+84.5% |