Filed January 5, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,311 | $49,177+490.3% | $79,464+265.3% | $64,186+352.3% |
| Participation rate | 91.7% | 65.0%+26.6pp | 73.3%+18.3pp | 69.6%+22.1pp |
| Annual return | -2.66% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $9,713 | $2,076+367.8% | $2,800+246.8% | $2,381+308.0% |
| Participant deferral / active EE | $7,428 | $2,821+163.3% | $3,704+100.5% | $3,470+114.1% |
| Admin fee / account holder | $15,610 | $3,839+306.6% | $5,113+205.3% | $4,888+219.3% |