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 | $208,460 | $57,281+263.9% | $86,612+140.7% | $75,163+177.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.91% | 2670.75%-2655.8pp | 591.07%-576.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $17,331 | $2,314+648.8% | $3,022+473.4% | $2,670+549.2% |
| Participant deferral / active EE | $5,460 | $3,318+64.6% | $4,438+23.0% | $4,125+32.4% |
| Admin fee / account holder | $9,507 | $4,112+131.2% | $5,614+69.3% | $5,651+68.2% |