Filed January 25, 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 8-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,758 | $88,583+248.6% | $88,497+248.9% | $273,961+12.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.32% | 5.68%-0.4pp | 7.63%-2.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $16,889 | $4,502+275.1% | $4,036+318.4% | $4,869+246.9% |
| Participant deferral / active EE | $11,679 | $4,891+138.8% | $4,899+138.4% | $5,287+120.9% |
| Admin fee / account holder | $1,509 | $8,980-83.2% | $6,220-75.7% | $10,132-85.1% |