Filed October 6, 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 5-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 | $95,164 | $54,705+74.0% | $71,209+33.6% | $84,808+12.2% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 15.69% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,373 | $2,158+149.0% | $2,721+97.5% | $2,631+104.2% |
| Participant deferral / active EE | $4,765 | $3,030+57.2% | $4,175+14.1% | $4,212+13.1% |
| Admin fee / account holder | $4,471 | $4,863-8.1% | $5,349-16.4% | $7,344-39.1% |