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 | $121,770 | $63,355+92.2% | $91,989+32.4% | $72,985+66.8% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 24.14% | 35.35%-11.2pp | 69.02%-44.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,249 | $2,116+53.6% | $3,452-5.9% | $2,440+33.2% |
| Participant deferral / active EE | $13,547 | $4,883+177.4% | $5,923+128.7% | $3,607+275.5% |
| Admin fee / account holder | $19,635 | $4,668+320.6% | $7,743+153.6% | $5,124+283.2% |