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 | $70,454 | $99,020-28.8% | $86,590-18.6% | $147,584-52.3% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 19.88% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $8,629 | $3,132+175.5% | $2,839+203.9% | $4,876+76.9% |
| Participant deferral / active EE | $7,302 | $3,972+83.8% | $3,609+102.3% | $5,439+34.3% |
| Admin fee / account holder | $1,568 | $5,710-72.5% | $4,906-68.0% | $10,885-85.6% |