Filed February 18, 2021 (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 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 | $168,878 | $98,750+71.0% | $149,696+12.8% | $79,858+111.5% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 14.11% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,689 | $3,216+14.7% | $4,644-20.6% | $2,471+49.3% |
| Participant deferral / active EE | $10,112 | $5,680+78.0% | $6,842+47.8% | $3,740+170.4% |
| Admin fee / account holder | $5,254 | $6,053-13.2% | $9,309-43.6% | $5,306-1.0% |