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 | $193,853 | $148,534+30.5% | $135,903+42.6% | $139,434+39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,613 | $5,243+64.3% | $4,856+77.4% | $4,751+81.3% |
| Participant deferral / active EE | $10,725 | $8,100+32.4% | $7,758+38.3% | $6,710+59.8% |
| Admin fee / account holder | $34,599 | $12,400+179.0% | $10,762+221.5% | $11,403+203.4% |