Filed December 22, 2021 (most recent of 4 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 | $59,504 | $109,359-45.6% | $162,163-63.3% | $72,985-18.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.50% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,466 | $3,907-36.9% | $5,614-56.1% | $2,440+1.1% |
| Participant deferral / active EE | $4,697 | $5,481-14.3% | $7,298-35.6% | $3,607+30.2% |
| Admin fee / account holder | $4,334 | $7,972-45.6% | $10,843-60.0% | $5,124-15.4% |