Filed January 7, 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 | $236,431 | $49,177+380.8% | $79,464+197.5% | $64,186+268.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.73% | -1.16%-1.6pp | 718.14%-720.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $16,685 | $2,076+703.6% | $2,800+495.8% | $2,381+600.8% |
| Participant deferral / active EE | $4,905 | $2,821+73.9% | $3,704+32.4% | $3,470+41.4% |
| Admin fee / account holder | $26,289 | $3,839+584.8% | $5,113+414.2% | $4,888+437.8% |