Filed January 29, 2021 (most recent of 4 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 | $170,948 | $76,000+124.9% | $154,107+10.9% | $64,186+166.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.38% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.3pp |
| Employer contribution / active EE | $5,584 | $3,351+66.6% | $5,298+5.4% | $2,381+134.5% |
| Participant deferral / active EE | $7,576 | $3,175+138.6% | $5,081+49.1% | $3,470+118.4% |
| Admin fee / account holder | $6,151 | $5,596+9.9% | $13,411-54.1% | $4,888+25.8% |