Filed January 22, 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 9-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 | $138,972 | $54,705+154.0% | $71,209+95.2% | $84,808+63.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 22.86% | 35.90%-13.0pp | 282.51%-259.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $17,313 | $2,158+702.3% | $2,721+536.3% | $2,631+558.0% |
| Participant deferral / active EE | $10,983 | $3,030+262.4% | $4,175+163.1% | $4,212+160.8% |
| Admin fee / account holder | $10,763 | $4,863+121.3% | $5,349+101.2% | $7,344+46.6% |