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 | $188,297 | $54,350+246.5% | $82,719+127.6% | $68,494+174.9% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | -14.56% | -13.67%-0.9pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $15,068 | $2,218+579.3% | $3,009+400.8% | $2,596+480.3% |
| Participant deferral / active EE | $4,727 | $3,246+45.6% | $4,395+7.6% | $4,027+17.4% |
| Admin fee / account holder | $14,632 | $4,395+232.9% | $5,329+174.6% | $5,403+170.8% |