Filed April 14, 2022 (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 5-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 | $186,850 | $72,071+159.3% | $68,368+173.3% | $137,256+36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.57% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $24,525 | $2,788+779.7% | $2,649+825.8% | $4,156+490.1% |
| Participant deferral / active EE | $11,191 | $4,410+153.8% | $4,123+171.4% | $6,407+74.7% |
| Admin fee / account holder | $8,165 | $5,336+53.0% | $5,150+58.6% | $12,270-33.5% |