Filed December 17, 2021 (most recent of 2 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 | $50,766 | $100,041-49.3% | $149,718-66.1% | $70,131-27.6% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 26.23% | 27.43%-1.2pp | 1501.63%-1475.4pp | 73.14%-46.9pp |
| Employer contribution / active EE | $2,463 | $3,662-32.7% | $5,445-54.8% | $2,342+5.1% |
| Participant deferral / active EE | $2,975 | $4,983-40.3% | $6,569-54.7% | $3,332-10.7% |
| Admin fee / account holder | $2,254 | $8,286-72.8% | $11,283-80.0% | $4,645-51.5% |