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 | $78,867 | $137,414-42.6% | $189,513-58.4% | $85,850-8.1% |
| Participation rate | 98.5% | 84.6%+13.8pp | 87.8%+10.7pp | 69.3%+29.1pp |
| Annual return | 12.66% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,543 | $4,344-41.5% | $6,162-58.7% | $2,565-0.9% |
| Participant deferral / active EE | $4,534 | $6,260-27.6% | $8,221-44.9% | $3,952+14.7% |
| Admin fee / account holder | $1,136 | $8,630-86.8% | $12,045-90.6% | $6,260-81.9% |