Filed February 22, 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 | $119,911 | $58,208+106.0% | $81,812+46.6% | $80,856+48.3% |
| Participation rate | 82.9% | 63.4%+19.5pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 14.35% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $7,834 | $2,340+234.8% | $2,912+169.0% | $2,755+184.4% |
| Participant deferral / active EE | $12,846 | $3,281+291.5% | $4,319+197.5% | $4,296+199.0% |
| Admin fee / account holder | $22,656 | $4,981+354.8% | $7,386+206.7% | $6,918+227.5% |