Filed June 14, 2021 (most recent of 3 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 | $198,121 | $82,664+139.7% | $125,339+58.1% | $68,494+189.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,110 | $3,381+80.7% | $4,814+26.9% | $2,596+135.3% |
| Participant deferral / active EE | $8,561 | $6,110+40.1% | $7,446+15.0% | $4,027+112.6% |
| Admin fee / account holder | $40,732 | $6,275+549.1% | $10,010+306.9% | $5,403+653.9% |