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 | $224,635 | $77,899+188.4% | $149,673+50.1% | $75,163+198.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.87% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $5,225 | $3,137+66.5% | $4,818+8.5% | $2,670+95.7% |
| Participant deferral / active EE | $7,340 | $3,411+115.2% | $5,680+29.2% | $4,125+77.9% |
| Admin fee / account holder | $6,431 | $5,956+8.0% | $13,210-51.3% | $5,651+13.8% |