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 | $200,133 | $93,571+113.9% | $135,903+47.3% | $75,163+166.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.31% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $13,753 | $3,537+288.9% | $4,856+183.2% | $2,670+415.1% |
| Participant deferral / active EE | $12,503 | $6,404+95.2% | $7,758+61.2% | $4,125+203.1% |
| Admin fee / account holder | $12,659 | $6,975+81.5% | $10,762+17.6% | $5,651+124.0% |