Filed April 5, 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 | $184,505 | $102,966+79.2% | $90,281+104.4% | $152,861+20.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 23.60% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,959 | $3,139+58.0% | $2,854+73.7% | $4,762+4.1% |
| Participant deferral / active EE | $7,948 | $4,281+85.6% | $3,885+104.6% | $5,850+35.9% |
| Admin fee / account holder | $1,341 | $6,171-78.3% | $5,351-74.9% | $11,596-88.4% |