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 | $141,669 | $115,882+22.3% | $100,516+40.9% | $158,922-10.9% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 13.22% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,549 | $4,103-13.5% | $3,418+3.9% | $4,761-25.5% |
| Participant deferral / active EE | $12,758 | $6,674+91.2% | $6,270+103.5% | $5,982+113.3% |
| Admin fee / account holder | $10,399 | $10,995-5.4% | $8,081+28.7% | $11,246-7.5% |