Filed April 22, 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 | $61,511 | $110,094-44.1% | $151,611-59.4% | $68,494-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.85% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $847 | $4,471-81.1% | $6,166-86.3% | $2,596-67.4% |
| Participant deferral / active EE | $2,078 | $6,527-68.2% | $8,363-75.2% | $4,027-48.4% |
| Admin fee / account holder | $3,788 | $7,719-50.9% | $11,616-67.4% | $5,403-29.9% |