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 | $88,818 | $49,177+80.6% | $79,464+11.8% | $64,186+38.4% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.6%+24.9pp |
| Annual return | -5.94% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,800 | $2,076+83.0% | $2,800+35.7% | $2,381+59.6% |
| Participant deferral / active EE | $9,129 | $2,821+223.6% | $3,704+146.5% | $3,470+163.1% |
| Admin fee / account holder | $5,322 | $3,839+38.6% | $5,113+4.1% | $4,888+8.9% |