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 | $156,733 | $99,640+57.3% | $86,436+81.3% | $134,475+16.6% |
| Participation rate | 95.5% | 82.0%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -13.18% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,925 | $4,400-10.8% | $3,769+4.1% | $4,740-17.2% |
| Participant deferral / active EE | $15,133 | $7,246+108.8% | $6,952+117.7% | $6,400+136.5% |
| Admin fee / account holder | $7,719 | $8,371-7.8% | $6,731+14.7% | $11,426-32.4% |