Filed January 12, 2022 (most recent of 5 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 | $57,321 | $148,978-61.5% | $200,582-71.4% | $84,808-32.4% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 17.52% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,813 | $4,815-41.6% | $6,419-56.2% | $2,631+6.9% |
| Participant deferral / active EE | $3,839 | $7,142-46.2% | $9,331-58.9% | $4,212-8.8% |
| Admin fee / account holder | $11,697 | $13,977-16.3% | $16,305-28.3% | $7,344+59.3% |