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 | $205,058 | $109,881+86.6% | $150,045+36.7% | $84,808+141.8% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.1pp | 68.3%+28.2pp |
| Annual return | 14.37% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,921 | $3,561+66.3% | $4,693+26.2% | $2,631+125.0% |
| Participant deferral / active EE | $9,436 | $6,636+42.2% | $7,997+18.0% | $4,212+124.0% |
| Admin fee / account holder | $76,801 | $8,568+796.4% | $13,435+471.7% | $7,344+945.8% |