Filed January 14, 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 8-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 | $38,583 | $76,000-49.2% | $154,107-75.0% | $64,186-39.9% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,217 | $3,351-63.7% | $5,298-77.0% | $2,381-48.9% |
| Participant deferral / active EE | $1,826 | $3,175-42.5% | $5,081-64.1% | $3,470-47.4% |
| Admin fee / account holder | $2,183 | $5,596-61.0% | $13,411-83.7% | $4,888-55.4% |