Filed May 19, 2021 (most recent of 3 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 | $114,576 | $48,076+138.3% | $78,689+45.6% | $62,891+82.2% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.6%+10.4pp | 69.3%+14.7pp |
| Annual return | 5.53% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,429 | $2,015+169.5% | $2,851+90.4% | $2,281+138.0% |
| Participant deferral / active EE | $10,308 | $2,588+298.3% | $3,517+193.1% | $3,203+221.8% |
| Admin fee / account holder | $15,472 | $3,207+382.4% | $4,510+243.0% | $4,296+260.2% |