Filed March 17, 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 | $162,804 | $82,664+96.9% | $125,339+29.9% | $68,494+137.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $15,213 | $3,381+350.0% | $4,814+216.0% | $2,596+486.0% |
| Participant deferral / active EE | $12,204 | $6,110+99.7% | $7,446+63.9% | $4,027+203.0% |
| Admin fee / account holder | $60,029 | $6,275+856.6% | $10,010+499.7% | $5,403+1011.1% |