Filed April 1, 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 | $165,502 | $91,190+81.5% | $178,490-7.3% | $79,858+107.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.27% | 24.19%+2.1pp | 151.07%-124.8pp | 31.71%-5.4pp |
| Employer contribution / active EE | $4,971 | $3,256+52.7% | $5,011-0.8% | $2,471+101.2% |
| Participant deferral / active EE | $5,576 | $3,236+72.3% | $5,202+7.2% | $3,740+49.1% |
| Admin fee / account holder | $5,126 | $6,751-24.1% | $13,984-63.3% | $5,306-3.4% |