Filed October 4, 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 | $132,949 | $105,181+26.4% | $159,436-16.6% | $85,850+54.9% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 15.49% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $8,854 | $3,318+166.8% | $4,829+83.3% | $2,565+245.2% |
| Participant deferral / active EE | $5,953 | $5,945+0.1% | $7,352-19.0% | $3,952+50.7% |
| Admin fee / account holder | $7,786 | $6,933+12.3% | $10,799-27.9% | $6,260+24.4% |