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 | $245,745 | $109,881+123.6% | $150,045+63.8% | $84,808+189.8% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 16.34% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,487 | $3,561+82.2% | $4,693+38.2% | $2,631+146.6% |
| Participant deferral / active EE | $6,890 | $6,636+3.8% | $7,997-13.8% | $4,212+63.6% |
| Admin fee / account holder | $11,622 | $8,568+35.6% | $13,435-13.5% | $7,344+58.3% |