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 | $69,397 | $54,350+27.7% | $82,719-16.1% | $68,494+1.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,205 | $2,218+89.6% | $3,009+39.7% | $2,596+62.0% |
| Participant deferral / active EE | $8,105 | $3,246+149.7% | $4,395+84.4% | $4,027+101.3% |
| Admin fee / account holder | $6,298 | $4,395+43.3% | $5,329+18.2% | $5,403+16.6% |