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 | $73,668 | $48,076+53.2% | $78,689-6.4% | $62,891+17.1% |
| Participation rate | 92.9% | 65.2%+27.6pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 7.61% | 31.35%-23.7pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,150 | $2,015+56.3% | $2,851+10.5% | $2,281+38.1% |
| Participant deferral / active EE | $4,200 | $2,588+62.3% | $3,517+19.4% | $3,203+31.1% |
| Admin fee / account holder | $24,598 | $3,207+666.9% | $4,510+445.4% | $4,296+472.6% |