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 | $213,798 | $82,664+158.6% | $125,339+70.6% | $68,494+212.1% |
| Participation rate | 91.2% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -15.52% | -5.97%-9.5pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,760 | $3,381+11.2% | $4,814-21.9% | $2,596+44.8% |
| Participant deferral / active EE | $12,314 | $6,110+101.5% | $7,446+65.4% | $4,027+205.8% |
| Admin fee / account holder | $21,308 | $6,275+239.6% | $10,010+112.9% | $5,403+294.4% |