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 | $159,713 | $158,398+0.8% | $126,539+26.2% | $142,382+12.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 14.49% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,119 | $4,650-54.4% | $3,674-42.3% | $4,299-50.7% |
| Participant deferral / active EE | $5,532 | $4,767+16.1% | $4,083+35.5% | $6,507-15.0% |
| Admin fee / account holder | $905 | $6,918-86.9% | $6,065-85.1% | $12,624-92.8% |