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 | $65,806 | $109,881-40.1% | $150,045-56.1% | $84,808-22.4% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 19.05% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,846 | $3,561-48.2% | $4,693-60.7% | $2,631-29.8% |
| Participant deferral / active EE | $6,066 | $6,636-8.6% | $7,997-24.1% | $4,212+44.0% |
| Admin fee / account holder | $3,505 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |