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 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 | $115,804 | $63,346+82.8% | $92,233+25.6% | $70,131+65.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $14,872 | $2,471+501.8% | $3,679+304.2% | $2,342+534.9% |
| Participant deferral / active EE | $5,617 | $2,854+96.8% | $3,897+44.1% | $3,332+68.6% |
| Admin fee / account holder | $13,072 | $3,840+240.4% | $5,194+151.7% | $4,645+181.4% |