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 | $186,419 | $105,126+77.3% | $94,646+97.0% | $139,434+33.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 38.03%-23.6pp | 156.71%-142.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,039 | $4,106-1.6% | $3,672+10.0% | $4,751-15.0% |
| Participant deferral / active EE | $17,704 | $7,599+133.0% | $7,418+138.7% | $6,710+163.8% |
| Admin fee / account holder | $5,366 | $8,984-40.3% | $7,231-25.8% | $11,403-52.9% |