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 | $127,425 | $53,127+139.8% | $86,590+47.2% | $70,131+81.7% |
| Participation rate | 80.4% | 65.3%+15.1pp | 73.5%+6.9pp | 69.5%+10.9pp |
| Annual return | 14.34% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,286 | $2,068+155.6% | $2,839+86.2% | $2,342+125.7% |
| Participant deferral / active EE | $10,981 | $2,696+307.4% | $3,609+204.3% | $3,332+229.6% |
| Admin fee / account holder | $10,774 | $3,585+200.5% | $4,906+119.6% | $4,645+131.9% |