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 | $157,733 | $102,317+54.2% | $146,958+7.3% | $80,856+95.1% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 12.23% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $11,438 | $3,713+208.1% | $4,933+131.9% | $2,755+315.2% |
| Participant deferral / active EE | $6,826 | $6,644+2.7% | $8,070-15.4% | $4,296+58.9% |
| Admin fee / account holder | $8,917 | $7,941+12.3% | $12,998-31.4% | $6,918+28.9% |