Filed April 28, 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 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 | $212,974 | $90,503+135.3% | $78,689+170.7% | $273,961-22.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 11.50% | 75.60%-64.1pp | 62.18%-50.7pp | 41.45%-30.0pp |
| Employer contribution / active EE | $5,457 | $3,176+71.8% | $2,851+91.4% | $4,869+12.1% |
| Participant deferral / active EE | $10,550 | $3,901+170.4% | $3,517+200.0% | $5,287+99.5% |
| Admin fee / account holder | $1,681 | $5,263-68.1% | $4,510-62.7% | $10,132-83.4% |