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 | $105,849 | $87,013+21.6% | $106,213-0.3% | $80,856+30.9% |
| Participation rate | 84.9% | 70.4%+14.5pp | 75.3%+9.7pp | 67.6%+17.3pp |
| Annual return | 14.92% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,273 | $3,986+7.2% | $5,016-14.8% | $4,296-0.5% |
| Admin fee / account holder | $4,162 | $8,431-50.6% | $11,033-62.3% | $6,918-39.8% |