Filed May 26, 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 | $91,325 | $171,865-46.9% | $149,718-39.0% | $147,584-38.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.53% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,478 | $6,275-44.6% | $5,445-36.1% | $4,876-28.7% |
| Participant deferral / active EE | $3,036 | $7,271-58.2% | $6,569-53.8% | $5,439-44.2% |
| Admin fee / account holder | $1,778 | $13,799-87.1% | $11,283-84.2% | $10,885-83.7% |