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 | $87,484 | $49,177+77.9% | $79,464+10.1% | $64,186+36.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.74% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,985 | $2,076+91.9% | $2,800+42.3% | $2,381+67.4% |
| Participant deferral / active EE | $5,768 | $2,821+104.4% | $3,704+55.7% | $3,470+66.2% |
| Admin fee / account holder | $11,888 | $3,839+209.7% | $5,113+132.5% | $4,888+143.2% |