Filed December 1, 2021 (most recent of 3 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 | $92,004 | $79,944+15.1% | $98,439-6.5% | $75,163+22.4% |
| Participation rate | 90.1% | 70.4%+19.8pp | 75.2%+15.0pp | 67.2%+22.9pp |
| Annual return | 20.73% | 19.75%+1.0pp | 21.16%-0.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,744 | $3,752+26.5% | $4,738+0.1% | $4,125+15.0% |
| Admin fee / account holder | $5,687 | $6,840-16.9% | $8,948-36.4% | $5,651+0.6% |