Filed January 4, 2022 (most recent of 2 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 | $125,516 | $185,200-32.2% | $142,863-12.1% | $167,490-25.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 15.02% | 8555.70%-8540.7pp | 5637.54%-5622.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,122 | $5,604-62.1% | $4,144-48.8% | $4,837-56.1% |
| Participant deferral / active EE | $7,356 | $4,494+63.7% | $3,837+91.7% | $6,341+16.0% |
| Admin fee / account holder | $75,422 | $8,031+839.1% | $6,560+1049.7% | $12,309+512.7% |