Filed May 25, 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.
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 | $15,252 | $43,327-64.8% | $59,878-74.5% | $64,186-76.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.86% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,450 | $2,028+20.8% | $2,722-10.0% | $2,381+2.9% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,354 | $3,005-55.0% | $3,590-62.3% | $4,888-72.3% |