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 | $41,258 | $57,828-28.7% | $117,039-64.7% | $70,131-41.2% |
| Participation rate | 97.1% | 67.1%+30.0pp | 77.2%+20.0pp | 69.5%+27.6pp |
| Annual return | 21.31% | 17.55%+3.8pp | 18.95%+2.4pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,587 | $1,816-12.6% | $3,785-58.1% | $2,342-32.2% |
| Participant deferral / active EE | $4,229 | $2,438+73.5% | $3,929+7.6% | $3,332+26.9% |
| Admin fee / account holder | $885 | $3,548-75.1% | $5,974-85.2% | $4,645-80.9% |