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 | $98,952 | $58,577+68.9% | $83,333+18.7% | $64,186+54.2% |
| Participation rate | 78.1% | 72.0%+6.1pp | 77.8%+0.4pp | 69.6%+8.6pp |
| Annual return | -3.33% | 9.65%-13.0pp | 10.63%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,696 | $2,098+28.5% | $3,379-20.2% | $2,381+13.2% |
| Participant deferral / active EE | $9,957 | $4,654+113.9% | $5,565+78.9% | $3,470+187.0% |
| Admin fee / account holder | $37,288 | $9,275+302.0% | $7,510+396.5% | $4,888+662.8% |