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 | $29,000 | $62,573-53.7% | $85,682-66.2% | $85,850-66.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.87% | 23.77%-11.9pp | 21.49%-9.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,447 | $1,757-17.6% | $2,618-44.7% | $2,565-43.6% |
| Participant deferral / active EE | $4,372 | $2,802+56.0% | $3,923+11.5% | $3,952+10.6% |
| Admin fee / account holder | $12,155 | $4,640+162.0% | $6,873+76.9% | $6,260+94.2% |