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 | $235,114 | $93,571+151.3% | $135,903+73.0% | $75,163+212.8% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,379 | $3,537-4.5% | $4,856-30.4% | $2,670+26.6% |
| Participant deferral / active EE | $11,906 | $6,404+85.9% | $7,758+53.5% | $4,125+188.6% |
| Admin fee / account holder | $34,843 | $6,975+399.5% | $10,762+223.8% | $5,651+516.6% |