Filed March 8, 2022 (most recent of 2 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 | $103,883 | $58,208+78.5% | $81,812+27.0% | $80,856+28.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.55% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $10,702 | $2,340+357.4% | $2,912+267.5% | $2,755+288.5% |
| Participant deferral / active EE | $10,229 | $3,281+211.8% | $4,319+136.9% | $4,296+138.1% |
| Admin fee / account holder | $4,032 | $4,981-19.1% | $7,386-45.4% | $6,918-41.7% |