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 | $249,287 | $99,020+151.8% | $86,590+187.9% | $147,584+68.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.25% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,903 | $3,132+88.5% | $2,839+107.9% | $4,876+21.1% |
| Participant deferral / active EE | $11,204 | $3,972+182.1% | $3,609+210.5% | $5,439+106.0% |
| Admin fee / account holder | $1,651 | $5,710-71.1% | $4,906-66.3% | $10,885-84.8% |