Filed February 9, 2022 (most recent of 4 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 | $131,583 | $64,348+104.5% | $90,160+45.9% | $70,131+87.6% |
| Participation rate | 77.4% | 70.4%+7.0pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 27.66% | 28.13%-0.5pp | 34.88%-7.2pp | 73.14%-45.5pp |
| Employer contribution / active EE | $3,391 | $2,046+65.8% | $3,318+2.2% | $2,342+44.8% |
| Participant deferral / active EE | $12,171 | $4,389+177.3% | $5,288+130.2% | $3,332+265.3% |
| Admin fee / account holder | $29,738 | $3,944+654.1% | $5,943+400.4% | $4,645+540.2% |