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 | $78,723 | $125,758-37.4% | $169,993-53.7% | $75,163+4.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.76% | 27.20%-9.4pp | 53.37%-35.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,096 | $4,615-32.9% | $6,785-54.4% | $2,670+16.0% |
| Participant deferral / active EE | $5,762 | $6,837-15.7% | $10,408-44.6% | $4,125+39.7% |
| Admin fee / account holder | $3,685 | $8,173-54.9% | $12,815-71.2% | $5,651-34.8% |