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 | $214,876 | $65,409+228.5% | $98,442+118.3% | $85,850+150.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.51% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $13,692 | $2,168+531.6% | $2,960+362.6% | $2,565+433.8% |
| Participant deferral / active EE | $4,585 | $3,166+44.8% | $4,276+7.2% | $3,952+16.0% |
| Admin fee / account holder | $10,669 | $4,593+132.3% | $5,949+79.3% | $6,260+70.4% |