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 | $71,927 | $123,793-41.9% | $177,821-59.6% | $79,858-9.9% |
| Participation rate | 98.3% | 84.7%+13.7pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | 13.54% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,677 | $4,095-34.6% | $5,918-54.8% | $2,471+8.3% |
| Participant deferral / active EE | $4,967 | $5,956-16.6% | $7,714-35.6% | $3,740+32.8% |
| Admin fee / account holder | $5,578 | $7,243-23.0% | $12,427-55.1% | $5,306+5.1% |