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 | $44,001 | $125,758-65.0% | $169,993-74.1% | $75,163-41.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.50% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,039 | $4,615-34.1% | $6,785-55.2% | $2,670+13.8% |
| Participant deferral / active EE | $4,663 | $6,837-31.8% | $10,408-55.2% | $4,125+13.0% |
| Admin fee / account holder | $1,902 | $8,173-76.7% | $12,815-85.2% | $5,651-66.3% |