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 | $227,890 | $105,181+116.7% | $159,436+42.9% | $85,850+165.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 15.57% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,036 | $3,318+21.6% | $4,829-16.4% | $2,565+57.3% |
| Participant deferral / active EE | $11,329 | $5,945+90.6% | $7,352+54.1% | $3,952+186.7% |
| Admin fee / account holder | $3,362 | $6,933-51.5% | $10,799-68.9% | $6,260-46.3% |