Filed January 14, 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 6-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 | $79,407 | $52,681+50.7% | $75,781+4.8% | $59,632+33.2% |
| Participation rate | 97.7% | 67.2%+30.4pp | 75.8%+21.9pp | 68.7%+29.0pp |
| Annual return | 16.15% | 2.95%+13.2pp | 9.68%+6.5pp | 2041.28%-2025.1pp |
| Employer contribution / active EE | $6,023 | $2,193+174.6% | $3,323+81.2% | $2,203+173.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,869 | $3,610+7.2% | $5,299-27.0% | $4,297-10.0% |