Filed May 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,251 | $87,841-37.1% | $133,980-58.8% | $62,891-12.1% |
| Participation rate | 76.5% | 83.4%-6.9pp | 87.1%-10.6pp | 69.3%+7.2pp |
| Annual return | 8.81% | 12.05%-3.2pp | 29.30%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $912 | $3,483-73.8% | $5,211-82.5% | $2,281-60.0% |
| Participant deferral / active EE | $2,104 | $4,812-56.3% | $6,282-66.5% | $3,203-34.3% |
| Admin fee / account holder | $486 | $5,371-91.0% | $9,324-94.8% | $4,296-88.7% |