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 | $63,652 | $110,094-42.2% | $151,611-58.0% | $68,494-7.1% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -17.34% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,629 | $4,471-41.2% | $6,166-57.4% | $2,596+1.2% |
| Participant deferral / active EE | $4,631 | $6,527-29.0% | $8,363-44.6% | $4,027+15.0% |
| Admin fee / account holder | $1,943 | $7,719-74.8% | $11,616-83.3% | $5,403-64.0% |