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 | $221,554 | $58,208+280.6% | $81,812+170.8% | $80,856+174.0% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.1pp | 67.6%+29.8pp |
| Annual return | 12.16% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $18,490 | $2,340+690.2% | $2,912+534.9% | $2,755+571.2% |
| Participant deferral / active EE | $6,165 | $3,281+87.9% | $4,319+42.7% | $4,296+43.5% |
| Admin fee / account holder | $37,695 | $4,981+656.7% | $7,386+410.4% | $6,918+444.9% |