Filed March 23, 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 7-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 | $35,331 | $59,839-41.0% | $81,983-56.9% | $79,858-55.8% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.2%+27.6pp | 69.6%+27.2pp |
| Annual return | 131.66% | 17.56%+114.1pp | 41.31%+90.3pp | 31.71%+99.9pp |
| Employer contribution / active EE | $1,333 | $1,713-22.2% | $2,498-46.6% | $2,471-46.0% |
| Participant deferral / active EE | $4,532 | $2,695+68.1% | $3,722+21.7% | $3,740+21.2% |
| Admin fee / account holder | $345 | $4,287-92.0% | $5,664-93.9% | $5,306-93.5% |