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 | $61,189 | $100,041-38.8% | $149,718-59.1% | $70,131-12.8% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 16.06% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $960 | $3,662-73.8% | $5,445-82.4% | $2,342-59.0% |
| Participant deferral / active EE | $2,100 | $4,983-57.9% | $6,569-68.0% | $3,332-37.0% |
| Admin fee / account holder | $4,440 | $8,286-46.4% | $11,283-60.6% | $4,645-4.4% |