Filed September 28, 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 | $53,209 | $209,832-74.6% | $189,513-71.9% | $167,490-68.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.79% | 748.27%-727.5pp | 555.15%-534.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,862 | $6,914-44.1% | $6,162-37.3% | $4,837-20.2% |
| Participant deferral / active EE | $4,121 | $8,935-53.9% | $8,221-49.9% | $6,341-35.0% |
| Admin fee / account holder | $2,777 | $14,293-80.6% | $12,045-76.9% | $12,309-77.4% |