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 | $50,332 | $138,347-63.6% | $184,203-72.7% | $80,856-37.8% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 12.57% | 20.02%-7.5pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,216 | $4,850-33.7% | $6,427-50.0% | $2,755+16.7% |
| Participant deferral / active EE | $5,745 | $7,071-18.8% | $9,131-37.1% | $4,296+33.7% |
| Admin fee / account holder | $9,471 | $10,483-9.7% | $13,901-31.9% | $6,918+36.9% |