Filed February 1, 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 | $32,296 | $51,708-37.5% | $106,619-69.7% | $62,891-48.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.60% | 4.69%+1.9pp | 9.42%-2.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,483 | $1,764-15.9% | $3,947-62.4% | $2,281-35.0% |
| Participant deferral / active EE | $3,673 | $2,315+58.6% | $3,930-6.5% | $3,203+14.7% |
| Admin fee / account holder | $3,255 | $3,349-2.8% | $6,418-49.3% | $4,296-24.2% |